Fermata Advisors’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 | $9.27M | Buy |
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|
2025
Q2 | $7.08M | Buy |
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|
2025
Q1 | $5.64M | Buy |
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|
2024
Q4 | $5.28M | Sell |
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|
2024
Q3 | $6.58M | Buy |
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|
2024
Q2 | $5.16M | Buy |
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|
2024
Q1 | $4.83M | Sell |
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|
2023
Q4 | $4.84M | Sell |
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|
2023
Q3 | $4.6M | Sell |
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|
2023
Q2 | $4.9M | Buy |
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|
2023
Q1 | $3.34M | Sell |
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|
2022
Q4 | $4.81M | Sell |
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|
2022
Q3 | $5.12M | Sell |
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|
2022
Q2 | $5.5M | Sell |
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|
2022
Q1 | $7.13M | Sell |
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|
2021
Q4 | $8.52M | Sell |
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|
2021
Q3 | $11.5M | Sell |
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|
2021
Q2 | $11.6M | Sell |
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|
2021
Q1 | $12.4M | Buy |
|