PFA
Pathway Financial Advisers’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 | $652K | Buy |
1,147
+69
| +6% | +$39.2K | 0.21% | 115 |
|
|
2025
Q1 | $554K | Buy |
1,078
+37
| +4% | +$19K | 0.19% | 117 |
|
|
2024
Q4 | $561K | Buy |
1,041
+45
| +5% | +$24.2K | 0.19% | 120 |
|
|
2024
Q3 | $526K | Buy |
996
+111
| +13% | +$58.6K | 0.24% | 92 |
|
|
2024
Q2 | $437K | Buy |
885
+77
| +10% | +$38K | 0.16% | 128 |
|
|
2024
Q1 | $388K | Buy |
808
+156
| +24% | +$75K | 0.14% | 133 |
|
|
2023
Q4 | $285K | Buy |
652
+107
| +20% | +$46.7K | 0.11% | 145 |
|
|
2023
Q3 | $214K | Buy |
+545
| New | +$214K | 0.09% | 151 |
|
|
2023
Q1 | $193K | Buy |
513
+178
| +53% | +$67K | 0.08% | 159 |
|
|
2022
Q4 | $118K | Buy |
+335
| New | +$118K | 0.05% | 182 |
|