FTWA
Fifth Third Wealth Advisors’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 | $12.9M | Buy |
22,780
+14,646
| +180% | +$8.32M | 0.54% | 33 |
|
|
2025
Q1 | $4.18M | Buy |
8,134
+390
| +5% | +$200K | 0.22% | 77 |
|
|
2024
Q4 | $4.17M | Buy |
7,744
+2,754
| +55% | +$1.48M | 0.23% | 67 |
|
|
2024
Q3 | $2.63M | Buy |
4,990
+2,578
| +107% | +$1.36M | 0.16% | 91 |
|
|
2024
Q2 | $1.21M | Buy |
2,412
+1,310
| +119% | +$655K | 0.09% | 145 |
|
|
2024
Q1 | $530K | Buy |
1,102
+415
| +60% | +$200K | 0.08% | 153 |
|
|
2023
Q4 | $300K | Buy |
+687
| New | +$300K | 0.1% | 148 |
|