Financial Advisory Partners’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 | $879K | Buy |
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|
2025
Q2 | $313K | Buy |
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|
2025
Q1 | $272K | Sell |
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|
2024
Q4 | $334K | Sell |
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|
2024
Q3 | $358K | Sell |
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|
2024
Q2 | $350K | Sell |
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|
2024
Q1 | $347K | Hold |
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|
2023
Q4 | $315K | Sell |
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|
2023
Q3 | $295K | Sell |
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|
2023
Q2 | $671K | Buy |
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|
2023
Q1 | $618K | Buy |
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|
2022
Q4 | $567K | Sell |
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|
2022
Q3 | $553K | Sell |
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|
2022
Q2 | $622K | Buy |
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|
2022
Q1 | $673K | Buy |
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|
2021
Q4 | $450K | Buy |
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