PRI
Prepared Retirement Institute’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 | $5.26M | Sell |
9,267
-438
| -5% | -$249K | 3.1% | 13 |
|
|
2025
Q1 | $4.99M | Sell |
9,705
-774
| -7% | -$398K | 3.18% | 10 |
|
|
2024
Q4 | $5.65M | Buy |
10,479
+1,232
| +13% | +$664K | 3.22% | 10 |
|
|
2024
Q3 | $4.88M | Buy |
9,247
+310
| +3% | +$164K | 2.95% | 10 |
|
|
2024
Q2 | $4.47M | Buy |
8,937
+1,344
| +18% | +$672K | 2.96% | 10 |
|
|
2024
Q1 | $3.65M | Sell |
7,593
-840
| -10% | -$404K | 2.72% | 11 |
|
|
2023
Q4 | $3.68M | Buy |
+8,433
| New | +$3.68M | 2.76% | 11 |
|