PFG
Prosperity Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-596
| Closed | -$234K | – | 139 |
|
|
2023
Q3 | $234K | Buy |
596
+5
| +0.8% | +$1.96K | 0.19% | 95 |
|
|
2023
Q2 | $241K | Sell |
591
-1,909
| -76% | -$777K | 0.21% | 103 |
|
|
2023
Q1 | $940K | Buy |
2,500
+1,925
| +335% | +$724K | 0.95% | 27 |
|
|
2022
Q4 | $202K | Buy |
+575
| New | +$202K | 0.22% | 84 |
|