SHJ
Sharkey, Howes & Javer’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 | $6.45M | Sell |
11,348
-10,803
| -49% | -$6.14M | 0.86% | 28 |
|
|
2025
Q1 | $11.4M | Sell |
22,151
-3,622
| -14% | -$1.86M | 1.63% | 14 |
|
|
2024
Q4 | $13.9M | Buy |
25,773
+970
| +4% | +$523K | 1.95% | 12 |
|
|
2024
Q3 | $13.1M | Sell |
24,803
-2,418
| -9% | -$1.28M | 1.86% | 14 |
|
|
2024
Q2 | $13.6M | Sell |
27,221
-4,565
| -14% | -$2.28M | 2.2% | 9 |
|
|
2024
Q1 | $15.3M | Sell |
31,786
-6,237
| -16% | -$3M | 2.5% | 7 |
|
|
2023
Q4 | $16.6M | Buy |
38,023
+7,212
| +23% | +$3.15M | 2.93% | 7 |
|
|
2023
Q3 | $12.1M | Buy |
30,811
+6,170
| +25% | +$2.42M | 2.32% | 10 |
|
|
2023
Q2 | $10M | Buy |
24,641
+15,056
| +157% | +$6.13M | 1.9% | 13 |
|
|
2023
Q1 | $3.6M | Buy |
9,585
+6,492
| +210% | +$2.44M | 0.77% | 26 |
|
|
2022
Q4 | $1.09M | Buy |
3,093
+1,440
| +87% | +$506K | 0.25% | 51 |
|
|
2022
Q3 | $543K | Buy |
+1,653
| New | +$543K | 0.12% | 72 |
|
|
2019
Q3 | – | Sell |
-191
| Closed | -$51K | – | 179 |
|
|
2019
Q2 | $51K | Hold |
191
| – | – | 0.02% | 111 |
|
|
2019
Q1 | $50K | Hold |
191
| – | – | 0.02% | 111 |
|
|
2018
Q4 | $44K | Hold |
191
| – | – | 0.03% | 108 |
|
|
2018
Q3 | $51K | Hold |
191
| – | – | 0.03% | 111 |
|
|
2018
Q2 | $48K | Hold |
191
| – | – | 0.03% | 104 |
|
|
2018
Q1 | $46K | Hold |
191
| – | – | 0.03% | 96 |
|
|
2017
Q4 | $47K | Hold |
191
| – | – | 0.03% | 93 |
|
|
2017
Q3 | $45K | Hold |
191
| – | – | 0.02% | 94 |
|
|
2017
Q2 | $42K | Hold |
191
| – | – | 0.02% | 93 |
|
|
2017
Q1 | $41K | Hold |
191
| – | – | 0.02% | 103 |
|
|
2016
Q4 | $39K | Buy |
+191
| New | +$39K | 0.02% | 108 |
|