Financial Advisory Partners’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 | $313K | Buy |
551
+21
| +4% | +$11.9K | 0.1% | 62 |
|
|
2025
Q1 | $272K | Sell |
530
-90
| -15% | -$46.3K | 0.09% | 62 |
|
|
2024
Q4 | $334K | Sell |
620
-58
| -9% | -$31.3K | 0.11% | 60 |
|
|
2024
Q3 | $358K | Sell |
678
-22
| -3% | -$11.6K | 0.12% | 60 |
|
|
2024
Q2 | $350K | Sell |
700
-21
| -3% | -$10.5K | 0.13% | 59 |
|
|
2024
Q1 | $347K | Hold |
721
| – | – | 0.13% | 58 |
|
|
2023
Q4 | $315K | Sell |
721
-30
| -4% | -$13.1K | 0.11% | 59 |
|
|
2023
Q3 | $295K | Sell |
751
-896
| -54% | -$352K | 0.12% | 61 |
|
|
2023
Q2 | $671K | Buy |
1,647
+3
| +0.2% | +$1.22K | 0.26% | 56 |
|
|
2023
Q1 | $618K | Buy |
1,644
+31
| +2% | +$11.7K | 0.24% | 57 |
|
|
2022
Q4 | $567K | Sell |
1,613
-72
| -4% | -$25.3K | 0.23% | 58 |
|
|
2022
Q3 | $553K | Sell |
1,685
-108
| -6% | -$35.5K | 0.24% | 58 |
|
|
2022
Q2 | $622K | Buy |
1,793
+172
| +11% | +$59.7K | 0.26% | 59 |
|
|
2022
Q1 | $673K | Buy |
1,621
+591
| +57% | +$245K | 0.25% | 61 |
|
|
2021
Q4 | $450K | Buy |
+1,030
| New | +$450K | 0.16% | 61 |
|