Falcon Wealth Planning’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.07M Buy
2025
Q2
$1.79M Buy
2025
Q1
$1.58M Sell
2024
Q4
$1.71M Buy
2024
Q3
$1.12M Buy
2024
Q2
$430K Sell
2024
Q1
$693K Buy
2023
Q4
$402K Buy
2023
Q3
$261K Buy