PEA
Park Edge Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
392
-156
| -28% | -$88.6K | 0.06% | 131 |
|
|
2025
Q1 | $282K | Sell |
548
-238
| -30% | -$122K | 0.08% | 118 |
|
|
2024
Q4 | $424K | Buy |
786
+251
| +47% | +$135K | 0.12% | 94 |
|
|
2024
Q3 | $282K | Hold |
535
| – | – | 0.08% | 117 |
|
|
2024
Q2 | $268K | Sell |
535
-102
| -16% | -$51K | 0.08% | 119 |
|
|
2024
Q1 | $306K | Sell |
637
-75
| -11% | -$36.1K | 0.09% | 103 |
|
|
2023
Q4 | $311K | Sell |
712
-14
| -2% | -$6.12K | 0.11% | 94 |
|
|
2023
Q3 | $285K | Hold |
726
| – | – | 0.1% | 87 |
|
|
2023
Q2 | $296K | Hold |
726
| – | – | 0.1% | 84 |
|
|
2023
Q1 | $273K | Hold |
726
| – | – | 0.1% | 83 |
|
|
2022
Q4 | $255K | Buy |
+726
| New | +$255K | 0.11% | 81 |
|