Financial Partners Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.78M | Buy |
10,752
+1,628
| +18% | +$572K | 0.84% | 38 |
|
|
2022
Q3 | $3M | Buy |
9,124
+154
| +2% | +$50.6K | 0.71% | 41 |
|
|
2022
Q2 | $3.11M | Buy |
8,970
+204
| +2% | +$70.8K | 0.67% | 44 |
|
|
2022
Q1 | $3.64M | Buy |
8,766
+350
| +4% | +$145K | 0.68% | 44 |
|
|
2021
Q4 | $3.67M | Buy |
8,416
+240
| +3% | +$105K | 0.65% | 43 |
|
|
2021
Q3 | $3.22M | Buy |
8,176
+160
| +2% | +$63.1K | 0.59% | 42 |
|
|
2021
Q2 | $3.15M | Buy |
8,016
+16
| +0.2% | +$6.3K | 0.58% | 40 |
|
|
2021
Q1 | $2.91M | Buy |
8,000
+488
| +6% | +$178K | 0.59% | 41 |
|
|
2020
Q4 | $2.58M | Buy |
7,512
+1,983
| +36% | +$682K | 0.59% | 37 |
|
|
2020
Q3 | $1.7M | Buy |
5,529
+10
| +0.2% | +$3.08K | 0.45% | 40 |
|
|
2020
Q2 | $1.56M | Buy |
5,519
+302
| +6% | +$85.6K | 0.45% | 41 |
|
|
2020
Q1 | $1.24M | Buy |
+5,217
| New | +$1.24M | 0.39% | 47 |
|
|
2018
Q4 | $357K | Buy |
+1,552
| New | +$357K | 0.12% | 63 |
|