SFG
StrategIQ 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
Q4 | $4.27M | Sell |
9,772
-27,909
| -74% | -$12.2M | 0.48% | 49 |
|
|
2023
Q3 | $14.8M | Sell |
37,681
-2,554
| -6% | -$1M | 1.71% | 13 |
|
|
2023
Q2 | $16.4M | Hold |
40,235
| – | – | 1.87% | 11 |
|
|
2023
Q1 | $15.1M | Sell |
40,235
-10,550
| -21% | -$3.97M | 1.75% | 13 |
|
|
2022
Q4 | $17.8M | Sell |
50,785
-1,723
| -3% | -$605K | 2.07% | 11 |
|
|
2022
Q3 | $17.2M | Buy |
52,508
+30
| +0.1% | +$9.85K | 2.19% | 10 |
|
|
2022
Q2 | $18.2M | Sell |
52,478
-127
| -0.2% | -$44.1K | 2.21% | 9 |
|
|
2022
Q1 | $21.8M | Buy |
52,605
+711
| +1% | +$295K | 2.37% | 8 |
|
|
2021
Q4 | $22.7M | Buy |
51,894
+50,906
| +5,152% | +$22.2M | 2.27% | 7 |
|
|
2021
Q3 | $390K | Buy |
+988
| New | +$390K | 0.08% | 161 |
|