SFPG
Stonebridge Financial Planning Group’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Sell |
9,542
-862
| -8% | -$163K | 0.75% | 42 |
|
|
2025
Q1 | $1.92M | Buy |
10,404
+4
| +0% | +$737 | 0.87% | 38 |
|
|
2024
Q4 | $1.92M | Sell |
10,400
-514
| -5% | -$94.8K | 0.86% | 34 |
|
|
2024
Q3 | $2.08M | Sell |
10,914
-250
| -2% | -$47.7K | 0.99% | 30 |
|
|
2024
Q2 | $1.96M | Sell |
11,164
-400
| -3% | -$70.3K | 0.99% | 28 |
|
|
2024
Q1 | $2.09M | Sell |
11,564
-100
| -0.9% | -$18K | 1.1% | 23 |
|
|
2023
Q4 | $1.96M | Sell |
11,664
-74
| -0.6% | -$12.4K | 1.13% | 22 |
|
|
2023
Q3 | $1.75M | Sell |
11,738
-215
| -2% | -$32K | 1.12% | 27 |
|
|
2023
Q2 | $1.86M | Sell |
11,953
-100
| -0.8% | -$15.6K | 1.13% | 28 |
|
|
2023
Q1 | $1.77M | Sell |
12,053
-250
| -2% | -$36.7K | 1.14% | 26 |
|
|
2022
Q4 | $1.72M | Buy |
12,303
+1
| +0% | +$140 | 1.15% | 26 |
|
|
2022
Q3 | $1.53M | Buy |
12,302
+50
| +0.4% | +$6.21K | 1.07% | 31 |
|
|
2022
Q2 | $1.63M | Buy |
12,252
+1,121
| +10% | +$149K | 1.11% | 24 |
|
|
2022
Q1 | $1.68M | Buy |
11,131
+4,345
| +64% | +$655K | 0.94% | 34 |
|
|
2021
Q4 | $1M | Buy |
+6,786
| New | +$1M | 0.53% | 47 |
|