SFC
Swisher Financial Concepts’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 | $295K | Buy |
519
+14
| +3% | +$7.95K | 0.19% | 71 |
|
|
2025
Q1 | $259K | Buy |
+505
| New | +$259K | 0.21% | 61 |
|
|
2024
Q4 | – | Sell |
-1,206
| Closed | -$619K | – | 84 |
|
|
2024
Q3 | $619K | Buy |
1,206
+624
| +107% | +$320K | 0.39% | 42 |
|
|
2024
Q2 | $294K | Hold |
582
| – | – | 0.3% | 61 |
|
|
2024
Q1 | $275K | Sell |
582
-4
| -0.7% | -$1.89K | 0.24% | 64 |
|
|
2023
Q4 | $255K | Buy |
+586
| New | +$255K | 0.25% | 64 |
|