SFI
SPC Financial Inc’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 | $579K | Sell |
1,020
-27
| -3% | -$15.3K | 0.05% | 159 |
|
|
2025
Q1 | $538K | Buy |
1,047
+65
| +7% | +$33.4K | 0.05% | 164 |
|
|
2024
Q4 | $529K | Sell |
982
-266
| -21% | -$143K | 0.05% | 158 |
|
|
2024
Q3 | $659K | Sell |
1,248
-784
| -39% | -$414K | 0.06% | 141 |
|
|
2024
Q2 | $1.02M | Buy |
+2,032
| New | +$1.02M | 0.09% | 100 |
|
|
2023
Q4 | – | Sell |
-853
| Closed | -$335K | – | 228 |
|
|
2023
Q3 | $335K | Hold |
853
| – | – | 0.04% | 174 |
|
|
2023
Q2 | $347K | Buy |
853
+52
| +6% | +$21.2K | 0.04% | 170 |
|
|
2023
Q1 | $301K | Buy |
+801
| New | +$301K | 0.03% | 172 |
|
|
2022
Q3 | – | Sell |
-649
| Closed | -$225K | – | 196 |
|
|
2022
Q2 | $225K | Buy |
+649
| New | +$225K | 0.03% | 182 |
|