PCIA
Prime Capital Investment 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 | $124M | Sell |
218,102
-59,283
| -21% | -$33.7M | 1.65% | 12 |
|
2025
Q1 | $143M | Buy |
277,385
+43,723
| +19% | +$22.5M | 1.66% | 13 |
|
2024
Q4 | $126M | Sell |
233,662
-8,533
| -4% | -$4.6M | 1.83% | 10 |
|
2024
Q3 | $128M | Sell |
242,195
-7,265
| -3% | -$3.83M | 1.82% | 11 |
|
2024
Q2 | $125M | Sell |
249,460
-72,557
| -23% | -$36.3M | 1.85% | 10 |
|
2024
Q1 | $155M | Sell |
322,017
-39,873
| -11% | -$19.2M | 2.16% | 9 |
|
2023
Q4 | $158M | Buy |
361,890
+348,377
| +2,578% | +$152M | 2.39% | 7 |
|
2023
Q3 | $5.31M | Sell |
13,513
-332
| -2% | -$130K | 0.11% | 148 |
|
2023
Q2 | $5.64M | Buy |
13,845
+5,427
| +64% | +$2.21M | 0.11% | 147 |
|
2023
Q1 | $3.17M | Sell |
8,418
-4,366
| -34% | -$1.64M | 0.13% | 131 |
|
2022
Q4 | $4.49M | Buy |
12,784
+4,396
| +52% | +$1.54M | 0.17% | 112 |
|
2022
Q3 | $2.75M | Sell |
8,388
-1,756
| -17% | -$577K | 0.16% | 99 |
|
2022
Q2 | $3.52M | Buy |
10,144
+1,237
| +14% | +$429K | 0.21% | 88 |
|
2022
Q1 | $3.89M | Hold |
8,907
| – | – | 0.22% | 87 |
|
2021
Q4 | $3.89M | Buy |
8,907
+6,441
| +261% | +$2.81M | 0.21% | 95 |
|
2021
Q3 | $972K | Sell |
2,466
-4,553
| -65% | -$1.79M | 0.06% | 181 |
|
2021
Q2 | $2.76M | Buy |
7,019
+1,189
| +20% | +$468K | 0.16% | 120 |
|
2021
Q1 | $2.12M | Buy |
5,830
+179
| +3% | +$65.2K | 0.15% | 120 |
|
2020
Q4 | $1.94M | Sell |
5,651
-541
| -9% | -$186K | 0.15% | 118 |
|
2020
Q3 | $1.91M | Sell |
6,192
-1,456
| -19% | -$448K | 0.16% | 114 |
|
2020
Q2 | $2.17M | Sell |
7,648
-649
| -8% | -$184K | 0.2% | 97 |
|
2020
Q1 | $1.97M | Buy |
8,297
+3,795
| +84% | +$899K | 0.23% | 78 |
|
2019
Q4 | $1.33M | Buy |
4,502
+348
| +8% | +$103K | 0.15% | 120 |
|
2019
Q3 | $1.13M | Sell |
4,154
-389
| -9% | -$106K | 0.18% | 119 |
|
2019
Q2 | $1.22M | Buy |
4,543
+3
| +0.1% | +$808 | 0.22% | 109 |
|
2019
Q1 | $1.18M | Sell |
4,540
-156
| -3% | -$40.5K | 0.34% | 74 |
|
2018
Q4 | $1.08M | Buy |
4,696
+3,607
| +331% | +$829K | 0.39% | 59 |
|
2018
Q3 | $291K | Sell |
1,089
-983
| -47% | -$263K | 0.09% | 113 |
|
2018
Q2 | $517K | Buy |
+2,072
| New | +$517K | 0.22% | 80 |
|
2018
Q1 | – | Sell |
-425
| Closed | -$104K | – | 279 |
|
2017
Q4 | $104K | Buy |
+425
| New | +$104K | 0.08% | 128 |
|