Family Asset Management’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
2024
Q3
$429K Sell
2024
Q2
$438K Buy
2024
Q1
$400K Hold
2023
Q4
$364K Hold
2023
Q3
$327K Sell
2023
Q2
$346K Hold
2023
Q1
$320K Sell
2022
Q4
$314K Buy