SEIA
Signature Estate & Investment 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 | $5.15M | Buy |
9,058
+69
| +0.8% | +$39.2K | 0.12% | 88 |
|
2025
Q1 | $4.62M | Buy |
8,989
+125
| +1% | +$64.2K | 0.12% | 89 |
|
2024
Q4 | $4.78M | Buy |
8,864
+325
| +4% | +$175K | 0.12% | 76 |
|
2024
Q3 | $4.51M | Buy |
8,539
+235
| +3% | +$124K | 0.1% | 74 |
|
2024
Q2 | $4.15M | Buy |
8,304
+7,100
| +590% | +$3.55M | 0.1% | 82 |
|
2024
Q1 | $579K | Sell |
1,204
-2,944
| -71% | -$1.42M | 0.02% | 112 |
|
2023
Q4 | $1.81M | Buy |
4,148
+3,012
| +265% | +$1.32M | 0.05% | 82 |
|
2023
Q3 | $446K | Buy |
1,136
+89
| +9% | +$34.9K | 0.02% | 121 |
|
2023
Q2 | $427K | Sell |
1,047
-515
| -33% | -$210K | 0.01% | 130 |
|
2023
Q1 | $587K | Buy |
+1,562
| New | +$587K | 0.02% | 110 |
|