Fingerlakes Wealth Management’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
$1.22M Buy
2025
Q2
$1.13M Buy
2025
Q1
$778K Buy
2024
Q4
$792K Buy
2024
Q3
$772K Buy
2024
Q2
$715K Hold
2024
Q1
$687K Buy
2023
Q4
$375K Buy
2023
Q3
$334K Buy
2023
Q2
$345K Hold
2023
Q1
$319K Buy
2022
Q4
$263K Buy
2022
Q3
$244K Buy
2022
Q2
$257K Hold
2022
Q1
$307K Buy
2021
Q4
$321K Buy