PCG
Private Capital Group’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.15M | Sell |
3,287
-17,774
| -84% | -$6.19M | 0.86% | 13 |
|
|
2022
Q1 | $8.74M | Buy |
21,061
+69
| +0.3% | +$28.6K | 1.98% | 9 |
|
|
2021
Q4 | $9.16M | Sell |
20,992
-190
| -0.9% | -$82.9K | 1.94% | 7 |
|
|
2021
Q3 | $8.38M | Buy |
21,182
+101
| +0.5% | +$40K | 1.89% | 9 |
|
|
2021
Q2 | $8.32M | Buy |
21,081
+36
| +0.2% | +$14.2K | 1.89% | 10 |
|
|
2021
Q1 | $7.67M | Sell |
21,045
-14,212
| -40% | -$5.18M | 1.9% | 10 |
|
|
2020
Q4 | $12.1M | Sell |
35,257
-484
| -1% | -$166K | 2.23% | 7 |
|
|
2020
Q3 | $11M | Buy |
35,741
+719
| +2% | +$222K | 2.32% | 7 |
|
|
2020
Q2 | $9.98M | Sell |
35,022
-735
| -2% | -$209K | 2.16% | 7 |
|
|
2020
Q1 | $8.47M | Buy |
35,757
+5,944
| +20% | +$1.41M | 2.19% | 7 |
|
|
2019
Q4 | $8.82M | Sell |
29,813
-3,394
| -10% | -$1M | 1.88% | 7 |
|
|
2019
Q3 | $9.1M | Sell |
33,207
-842
| -2% | -$231K | 1.61% | 12 |
|
|
2019
Q2 | $8.54M | Sell |
34,049
-554
| -2% | -$139K | 1.95% | 9 |
|
|
2019
Q1 | $8.98M | Sell |
34,603
-935
| -3% | -$243K | 1.71% | 10 |
|
|
2018
Q4 | $8.17M | Sell |
35,538
-376
| -1% | -$86.4K | 1.76% | 11 |
|
|
2018
Q3 | $9.63M | Buy |
35,914
+626
| +2% | +$168K | 1.93% | 9 |
|
|
2018
Q2 | $8.85M | Sell |
35,288
-4,606
| -12% | -$1.15M | 1.91% | 10 |
|
|
2018
Q1 | $9.66M | Sell |
39,894
-2,430
| -6% | -$588K | 2.15% | 5 |
|
|
2017
Q4 | $10.4K | Buy |
+42,324
| New | +$10.4K | 2.45% | 5 |
|