SFS
Security Financial Services’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 | $16.1M | Buy |
28,428
+1,228
| +5% | +$698K | 2.85% | 9 |
|
|
2025
Q1 | $14M | Sell |
27,200
-411
| -1% | -$211K | 2.77% | 8 |
|
|
2024
Q4 | $14.9M | Sell |
27,611
-1,218
| -4% | -$656K | 3.03% | 6 |
|
|
2024
Q3 | $15.2M | Sell |
28,829
-10
| -0% | -$5.28K | 3.1% | 8 |
|
|
2024
Q2 | $14.4M | Buy |
28,839
+5,653
| +24% | +$2.83M | 3.13% | 6 |
|
|
2024
Q1 | $11.1M | Buy |
23,186
+570
| +3% | +$274K | 2.52% | 7 |
|
|
2023
Q4 | $9.88M | Buy |
22,616
+908
| +4% | +$397K | 2.42% | 7 |
|
|
2023
Q3 | $8.52M | Buy |
21,708
+1,740
| +9% | +$683K | 2.41% | 8 |
|
|
2023
Q2 | $8.13M | Buy |
19,968
+178
| +0.9% | +$72.5K | 2.31% | 10 |
|
|
2023
Q1 | $7.44M | Buy |
19,790
+383
| +2% | +$144K | 2.26% | 11 |
|
|
2022
Q4 | $6.82M | Buy |
19,407
+2,777
| +17% | +$976K | 2.11% | 10 |
|
|
2022
Q3 | $5.46M | Buy |
16,630
+2,329
| +16% | +$765K | 1.86% | 14 |
|
|
2022
Q2 | $4.96M | Buy |
14,301
+2,789
| +24% | +$968K | 1.58% | 16 |
|
|
2022
Q1 | $4.78M | Buy |
11,512
+7,272
| +172% | +$3.02M | 1.51% | 14 |
|
|
2021
Q4 | $1.85M | Buy |
+4,240
| New | +$1.85M | 0.62% | 41 |
|