Financial Partners Group (Tennessee)’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 | $667K | Buy |
+1,175
| New | +$667K | 0.24% | 59 |
|
|
2025
Q1 | – | Sell |
-1,157
| Closed | -$623K | – | 91 |
|
|
2024
Q4 | $623K | Buy |
1,157
+69
| +6% | +$37.2K | 0.26% | 63 |
|
|
2024
Q3 | $574K | Hold |
1,088
| – | – | 0.22% | 69 |
|
|
2024
Q2 | $544K | Buy |
1,088
+50
| +5% | +$25K | 0.21% | 70 |
|
|
2024
Q1 | $499K | Buy |
1,038
+115
| +12% | +$55.3K | 0.19% | 70 |
|
|
2023
Q4 | $403K | Buy |
923
+90
| +11% | +$39.3K | 0.18% | 66 |
|
|
2023
Q3 | $327K | Buy |
833
+65
| +8% | +$25.5K | 0.16% | 71 |
|
|
2023
Q2 | $313K | Hold |
768
| – | – | 0.16% | 65 |
|
|
2023
Q1 | $289K | Buy |
768
+18
| +2% | +$6.77K | 0.15% | 66 |
|
|
2022
Q4 | $264K | Buy |
+750
| New | +$264K | 0.16% | 63 |
|