SFG
SNS Financial Group’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 | $773K | Sell |
1,356
-666
| -33% | -$379K | 0.07% | 99 |
|
|
2025
Q1 | $1.04M | Sell |
2,022
-266
| -12% | -$137K | 0.11% | 84 |
|
|
2024
Q4 | $1.23M | Buy |
2,288
+265
| +13% | +$143K | 0.13% | 75 |
|
|
2024
Q3 | $1.07M | Buy |
2,023
+269
| +15% | +$142K | 0.11% | 86 |
|
|
2024
Q2 | $880K | Hold |
1,754
| – | – | 0.09% | 92 |
|
|
2024
Q1 | $843K | Sell |
1,754
-229
| -12% | -$110K | 0.09% | 94 |
|
|
2023
Q4 | $866K | Buy |
1,983
+716
| +57% | +$313K | 0.1% | 88 |
|
|
2023
Q3 | $499K | Sell |
1,267
-121
| -9% | -$47.7K | 0.07% | 110 |
|
|
2023
Q2 | $568K | Hold |
1,388
| – | – | 0.07% | 102 |
|
|
2023
Q1 | $522K | Sell |
1,388
-3
| -0.2% | -$1.13K | 0.07% | 106 |
|
|
2022
Q4 | $489K | Buy |
1,391
+3
| +0.2% | +$1.05K | 0.07% | 112 |
|
|
2022
Q3 | $458K | Hold |
1,388
| – | – | 0.07% | 109 |
|
|
2022
Q2 | $484K | Buy |
1,388
+70
| +5% | +$24.4K | 0.06% | 112 |
|
|
2022
Q1 | $547K | Sell |
1,318
-625
| -32% | -$259K | 0.06% | 111 |
|
|
2021
Q4 | $848K | Hold |
1,943
| – | – | 0.09% | 95 |
|
|
2021
Q3 | $766K | Sell |
1,943
-60
| -3% | -$23.7K | 0.09% | 98 |
|
|
2021
Q2 | $788K | Hold |
2,003
| – | – | 0.1% | 97 |
|
|
2021
Q1 | $730K | Sell |
2,003
-40
| -2% | -$14.6K | 0.1% | 96 |
|
|
2020
Q4 | $702K | Sell |
2,043
-143
| -7% | -$49.1K | 0.1% | 96 |
|
|
2020
Q3 | $673K | Hold |
2,186
| – | – | 0.11% | 94 |
|
|
2020
Q2 | $620K | Buy |
2,186
+759
| +53% | +$215K | 0.11% | 95 |
|
|
2020
Q1 | $338K | Buy |
1,427
+3
| +0.2% | +$711 | 0.06% | 113 |
|
|
2019
Q4 | $421K | Buy |
1,424
+49
| +4% | +$14.5K | 0.07% | 123 |
|
|
2019
Q3 | $375K | Hold |
1,375
| – | – | 0.07% | 127 |
|
|
2019
Q2 | $370K | Buy |
1,375
+27
| +2% | +$7.27K | 0.07% | 131 |
|
|
2019
Q1 | $350K | Hold |
1,348
| – | – | 0.08% | 130 |
|
|
2018
Q4 | $310K | Hold |
1,348
| – | – | 0.08% | 127 |
|
|
2018
Q3 | $360K | Buy |
1,348
+196
| +17% | +$52.3K | 0.09% | 117 |
|
|
2018
Q2 | $287K | Buy |
1,152
+121
| +12% | +$30.1K | 0.08% | 132 |
|
|
2018
Q1 | $250K | Hold |
1,031
| – | – | 0.07% | 136 |
|
|
2017
Q4 | $253K | Sell |
1,031
-45
| -4% | -$11K | 0.06% | 147 |
|
|
2017
Q3 | $248K | Buy |
+1,076
| New | +$248K | 0.06% | 147 |
|
|
2016
Q4 | – | Sell |
-3,236
| Closed | -$643K | – | 173 |
|
|
2016
Q3 | $643K | Hold |
3,236
| – | – | 0.19% | 70 |
|
|
2016
Q2 | $622K | Sell |
3,236
-3,044
| -48% | -$585K | 0.16% | 67 |
|
|
2016
Q1 | $1.18M | Buy |
+6,280
| New | +$1.18M | 0.3% | 53 |
|