UFA
US Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,708
| Closed | -$2.08M | – | 128 |
|
|
2021
Q1 | $2.08M | Buy |
5,708
+264
| +5% | +$96.2K | 0.58% | 37 |
|
|
2020
Q4 | $1.87M | Buy |
+5,444
| New | +$1.87M | 0.56% | 35 |
|
|
2016
Q2 | $1.7M | Hold |
9,030
| – | – | 3.42% | 13 |
|
|
2016
Q1 | $1.7M | Buy |
9,030
+618
| +7% | +$117K | 2.96% | 13 |
|
|
2015
Q4 | $1.57M | Buy |
8,412
+1,914
| +29% | +$358K | 1.49% | 17 |
|
|
2015
Q3 | $1.14M | Buy |
6,498
+5,367
| +475% | +$943K | 1.9% | 10 |
|
|
2015
Q2 | $214K | Buy |
+1,131
| New | +$214K | 0.2% | 53 |
|