FIC
Family Investment Center’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 | $3.98M | Buy |
7,003
+291
| +4% | +$165K | 0.9% | 20 |
|
|
2025
Q1 | $3.45M | Sell |
6,712
-818
| -11% | -$420K | 0.84% | 24 |
|
|
2024
Q4 | $4.06M | Buy |
7,530
+378
| +5% | +$204K | 1.03% | 23 |
|
|
2024
Q3 | $3.77M | Buy |
7,152
+108
| +2% | +$57K | 0.95% | 24 |
|
|
2024
Q2 | $3.52M | Sell |
7,044
-310
| -4% | -$155K | 1.05% | 23 |
|
|
2024
Q1 | $3.53M | Sell |
7,354
-281
| -4% | -$135K | 1.14% | 21 |
|
|
2023
Q4 | $3.33M | Sell |
7,635
-335
| -4% | -$146K | 1.68% | 11 |
|
|
2023
Q3 | $3.13M | Sell |
7,970
-180
| -2% | -$70.7K | 1.89% | 10 |
|
|
2023
Q2 | $3.32M | Buy |
8,150
+396
| +5% | +$161K | 2.12% | 9 |
|
|
2023
Q1 | $2.92M | Buy |
7,754
+457
| +6% | +$172K | 2% | 9 |
|
|
2022
Q4 | $2.56M | Buy |
+7,297
| New | +$2.56M | 1.87% | 10 |
|