Personal CFO Solutions’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,201
| Closed | -$3.66M | – | 613 |
|
|
2024
Q3 | $3.66M | Buy |
19,201
+61
| +0.3% | +$11.6K | 0.51% | 43 |
|
|
2024
Q2 | $3.36M | Buy |
19,140
+11,962
| +167% | +$2.1M | 0.52% | 39 |
|
|
2024
Q1 | $1.3M | Buy |
7,178
+201
| +3% | +$36.3K | 0.2% | 97 |
|
|
2023
Q4 | $1.17M | Buy |
6,977
+171
| +3% | +$28.7K | 0.2% | 94 |
|
|
2023
Q3 | $1.01M | Buy |
6,806
+525
| +8% | +$78.1K | 0.2% | 100 |
|
|
2023
Q2 | $978K | Buy |
6,281
+178
| +3% | +$27.7K | 0.2% | 100 |
|
|
2023
Q1 | $895K | Hold |
6,103
| – | – | 0.18% | 101 |
|
|
2022
Q4 | $855K | Buy |
6,103
+4,409
| +260% | +$618K | 0.18% | 106 |
|
|
2022
Q3 | $210K | Buy |
+1,694
| New | +$210K | 0.05% | 359 |
|