SFA
Source 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $616K | Hold |
1,167
| – | – | 0.18% | 63 |
|
|
2024
Q2 | $584K | Hold |
1,167
| – | – | 0.18% | 62 |
|
|
2024
Q1 | $561K | Hold |
1,167
| – | – | 0.17% | 68 |
|
|
2023
Q4 | $510K | Sell |
1,167
-2,944
| -72% | -$1.29M | 0.16% | 79 |
|
|
2023
Q3 | $1.61M | Buy |
+4,111
| New | +$1.61M | 0.54% | 36 |
|