Fi3 Financial 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
Q2 | $3.43M | Sell |
|
|||||
|
2025
Q1 | $3.64M | Sell |
|
|||||
|
2024
Q4 | $4.07M | Buy |
|
|||||
|
2024
Q3 | $3.89M | Buy |
|
|||||
|
2024
Q2 | $3.25M | Sell |
|
|||||
|
2024
Q1 | $3.6M | Sell |
|
|||||
|
2023
Q4 | $4.13M | Sell |
|
|||||
|
2023
Q3 | $3.72M | Buy |
|
|||||
|
2023
Q2 | $3.8M | Sell |
|
|||||
|
2023
Q1 | $3.79M | Sell |
|
|||||
|
2022
Q4 | $3.88M | Buy |
|
|||||
|
2022
Q3 | $1.23M | Buy |
|
|||||
|
2022
Q2 | $1.24M | Buy |
|
|||||
|
2022
Q1 | $329K | Hold |
|
|||||
|
2021
Q4 | $346K | Hold |
|
|||||
|
2021
Q3 | $313K | Sell |
|
|||||
|
2021
Q2 | $359K | Hold |
|
|||||
|
2021
Q1 | $323K | Buy |
|