Financial Services Advisory’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
Q2 | $3.9M | Sell |
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|
2025
Q1 | $20.8M | Sell |
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|
2024
Q4 | $28.4M | Buy |
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|
2024
Q3 | $23.4M | Buy |
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|
2024
Q2 | $15.7M | Buy |
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|
2024
Q1 | $3.95M | Buy |
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|
2023
Q4 | $3.33M | Sell |
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|
2023
Q3 | $26M | Sell |
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|
2023
Q2 | $39.5M | Buy |
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|
2023
Q1 | $15.3M | Buy |
|
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|
2022
Q4 | $3.64M | Buy |
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|
2022
Q3 | $250K | Sell |
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|
2022
Q2 | $299K | Buy |
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|
2022
Q1 | $293K | Sell |
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|
2021
Q4 | $2.11M | Buy |
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|
2021
Q3 | $1.09M | Sell |
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|
2021
Q2 | $1.1M | Buy |
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