SHFA
SC&H 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 | $433K | Sell |
763
-207
| -21% | -$118K | 0.07% | 96 |
|
|
2025
Q1 | $499K | Buy |
970
+403
| +71% | +$207K | 0.1% | 88 |
|
|
2024
Q4 | $306K | Buy |
567
+52
| +10% | +$28K | 0.06% | 115 |
|
|
2024
Q3 | $272K | Sell |
515
-45
| -8% | -$23.8K | 0.06% | 127 |
|
|
2024
Q2 | $280K | Buy |
560
+114
| +26% | +$57K | 0.07% | 121 |
|
|
2024
Q1 | $214K | Buy |
+446
| New | +$214K | 0.06% | 137 |
|