PFA
Pure 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 | $85.6M | Buy |
150,757
+31,649
| +27% | +$18M | 1.51% | 20 |
|
|
2025
Q1 | $61.2M | Buy |
119,108
+16,598
| +16% | +$8.53M | 1.28% | 19 |
|
|
2024
Q4 | $55.2M | Buy |
102,510
+8,034
| +9% | +$4.33M | 1.26% | 19 |
|
|
2024
Q3 | $49.9M | Buy |
94,476
+11,138
| +13% | +$5.88M | 1.2% | 19 |
|
|
2024
Q2 | $41.7M | Buy |
83,338
+9,581
| +13% | +$4.79M | 1.16% | 20 |
|
|
2024
Q1 | $35.5M | Sell |
73,757
-1,175
| -2% | -$565K | 1.11% | 19 |
|
|
2023
Q4 | $32.7M | Buy |
74,932
+1,416
| +2% | +$619K | 1.13% | 20 |
|
|
2023
Q3 | $28.9M | Buy |
73,516
+15,031
| +26% | +$5.9M | 1.18% | 22 |
|
|
2023
Q2 | $23.8M | Sell |
58,485
-1,764
| -3% | -$718K | 1.01% | 24 |
|
|
2023
Q1 | $22.7M | Buy |
60,249
+5,527
| +10% | +$2.08M | 1.05% | 23 |
|
|
2022
Q4 | $19.2M | Buy |
54,722
+11,046
| +25% | +$3.88M | 0.99% | 24 |
|
|
2022
Q3 | $14.3M | Buy |
43,676
+10,020
| +30% | +$3.29M | 0.83% | 30 |
|
|
2022
Q2 | $11.7M | Buy |
33,656
+7,325
| +28% | +$2.54M | 0.72% | 34 |
|
|
2022
Q1 | $10.9M | Buy |
26,331
+17,600
| +202% | +$7.31M | 0.5% | 40 |
|
|
2021
Q4 | $3.81M | Buy |
8,731
+5,429
| +164% | +$2.37M | 0.19% | 61 |
|
|
2021
Q3 | $1.3M | Buy |
3,302
+1,609
| +95% | +$634K | 0.1% | 85 |
|
|
2021
Q2 | $666K | Buy |
1,693
+24
| +1% | +$9.44K | 0.05% | 112 |
|
|
2021
Q1 | $608K | Buy |
1,669
+2
| +0.1% | +$729 | 0.06% | 112 |
|
|
2020
Q4 | $573K | Buy |
+1,667
| New | +$573K | 0.07% | 112 |
|