PFA
Professional Financial 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 | $6.2M | Sell |
10,922
-10,913
| -50% | -$6.2M | 1.44% | 9 |
|
|
2025
Q1 | $11.2M | Buy |
21,835
+24
| +0.1% | +$12.3K | 2.85% | 5 |
|
|
2024
Q4 | $11.8M | Buy |
21,811
+6,855
| +46% | +$3.69M | 3.01% | 5 |
|
|
2024
Q3 | $7.89M | Sell |
14,956
-8,250
| -36% | -$4.35M | 2.05% | 7 |
|
|
2024
Q2 | $11.6M | Buy |
23,206
+190
| +0.8% | +$95K | 3.2% | 5 |
|
|
2024
Q1 | $11.1M | Sell |
23,016
-25,185
| -52% | -$12.1M | 3.17% | 5 |
|
|
2023
Q4 | $21.1M | Sell |
48,201
-2,596
| -5% | -$1.13M | 6.97% | 3 |
|
|
2023
Q3 | $19.9M | Buy |
50,797
+16,191
| +47% | +$6.36M | 9.03% | 2 |
|
|
2023
Q2 | $14.1M | Buy |
34,606
+7,086
| +26% | +$2.89M | 7.29% | 2 |
|
|
2023
Q1 | $11.4M | Buy |
27,520
+3,995
| +17% | +$1.66M | 6.75% | 2 |
|
|
2022
Q4 | $8.27M | Sell |
23,525
-2,055
| -8% | -$722K | 5.59% | 2 |
|
|
2022
Q3 | $8.4M | Sell |
25,580
-461
| -2% | -$151K | 5.18% | 3 |
|
|
2022
Q2 | $9.03M | Sell |
26,041
-1,479
| -5% | -$513K | 5.04% | 3 |
|
|
2022
Q1 | $11.4M | Sell |
27,520
-5,184
| -16% | -$2.15M | 4.93% | 2 |
|
|
2021
Q4 | $14.3M | Sell |
32,704
-4,454
| -12% | -$1.94M | 6.17% | 3 |
|
|
2021
Q3 | $14.7M | Sell |
37,158
-20,158
| -35% | -$7.95M | 8.39% | 2 |
|
|
2021
Q2 | $22.5M | Buy |
57,316
+27,661
| +93% | +$10.9M | 12.41% | 2 |
|
|
2021
Q1 | $10.8M | Sell |
29,655
-12,076
| -29% | -$4.4M | 6.71% | 4 |
|
|
2020
Q4 | $14.3M | Buy |
41,731
+552
| +1% | +$190K | 11.3% | 1 |
|
|
2020
Q3 | $12.3M | Buy |
41,179
+9,172
| +29% | +$2.75M | 11.51% | 1 |
|
|
2020
Q2 | $9.07M | Buy |
+32,007
| New | +$9.07M | 11.9% | 1 |
|
|
2020
Q1 | – | Sell |
-36,775
| Closed | -$10.9M | – | 80 |
|
|
2019
Q4 | $10.9M | Buy |
+36,775
| New | +$10.9M | 10.32% | 1 |
|