PFG Private Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Buy |
805
+37
| +5% | +$21K | 0.24% | 33 |
|
|
2025
Q1 | $395K | Buy |
768
+767
| +76,700% | +$394K | 0.21% | 33 |
|
|
2024
Q4 | $539 | Hold |
1
| – | – | ﹤0.01% | 213 |
|
|
2024
Q3 | $528 | Sell |
1
-19
| -95% | -$10K | ﹤0.01% | 212 |
|
|
2024
Q2 | $10K | Buy |
20
+19
| +1,900% | +$9.5K | 0.01% | 138 |
|
|
2024
Q1 | $481 | Sell |
1
-2
| -67% | -$962 | ﹤0.01% | 205 |
|
|
2023
Q4 | $1.31K | Hold |
3
| – | – | ﹤0.01% | 203 |
|
|
2023
Q3 | $1.18K | Sell |
3
-57
| -95% | -$22.4K | ﹤0.01% | 251 |
|
|
2023
Q2 | $24.4K | Sell |
60
-3
| -5% | -$1.22K | 0.01% | 171 |
|
|
2023
Q1 | $23.7K | Buy |
63
+8
| +15% | +$3.01K | 0.02% | 168 |
|
|
2022
Q4 | $19K | Hold |
55
| – | – | 0.01% | 166 |
|
|
2022
Q3 | $18K | Sell |
55
-12
| -18% | -$3.93K | 0.01% | 163 |
|
|
2022
Q2 | $23K | Buy |
67
+1
| +2% | +$343 | 0.01% | 173 |
|
|
2022
Q1 | $27K | Buy |
66
+48
| +267% | +$19.6K | 0.01% | 172 |
|
|
2021
Q4 | $8K | Sell |
18
-39
| -68% | -$17.3K | ﹤0.01% | 211 |
|
|
2021
Q3 | $22K | Buy |
+57
| New | +$22K | 0.01% | 168 |
|