Fiduciary Family Office’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Sell |
5,290
-128
| -2% | -$72.7K | 0.98% | 16 |
|
|
2025
Q1 | $2.78M | Buy |
+5,418
| New | +$2.78M | 0.93% | 14 |
|
|
2024
Q4 | – | Sell |
-4,567
| Closed | -$2.41M | – | 234 |
|
|
2024
Q3 | $2.41M | Sell |
4,567
-1,465
| -24% | -$773K | 0.8% | 17 |
|
|
2024
Q2 | $3.02M | Sell |
6,032
-2,734
| -31% | -$1.37M | 1.19% | 10 |
|
|
2024
Q1 | $4.21M | Sell |
8,766
-16,553
| -65% | -$7.96M | 1.65% | 5 |
|
|
2023
Q4 | $11.1M | Buy |
+25,319
| New | +$11.1M | 4.84% | 2 |
|