FWP
Falcon Wealth Planning’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 | $1.79M | Buy |
3,147
+70
| +2% | +$39.8K | 0.18% | 51 |
|
|
2025
Q1 | $1.58M | Sell |
3,077
-90
| -3% | -$46.3K | 0.18% | 55 |
|
|
2024
Q4 | $1.71M | Buy |
3,167
+1,041
| +49% | +$561K | 0.19% | 55 |
|
|
2024
Q3 | $1.12M | Buy |
2,126
+1,265
| +147% | +$668K | 0.13% | 59 |
|
|
2024
Q2 | $430K | Sell |
861
-581
| -40% | -$290K | 0.06% | 84 |
|
|
2024
Q1 | $693K | Buy |
1,442
+520
| +56% | +$250K | 0.11% | 66 |
|
|
2023
Q4 | $402K | Buy |
922
+257
| +39% | +$112K | 0.07% | 83 |
|
|
2023
Q3 | $261K | Buy |
+665
| New | +$261K | 0.06% | 90 |
|