SFG
Steward 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,362
| Closed | -$554K | – | 1579 |
|
|
2023
Q2 | $554K | Buy |
+1,362
| New | +$554K | 0.18% | 30 |
|
|
2022
Q4 | – | Sell |
-1,224
| Closed | -$401K | – | 823 |
|
|
2022
Q3 | $401K | Buy |
1,224
+5
| +0.4% | +$1.64K | 0.3% | 29 |
|
|
2022
Q2 | $422K | Hold |
1,219
| – | – | 0.35% | 24 |
|
|
2022
Q1 | $506K | Hold |
1,219
| – | – | 0.45% | 13 |
|
|
2021
Q4 | $532K | Buy |
+1,219
| New | +$532K | 0.49% | 12 |
|