First Trust Direct Indexing’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
2024
Q4
Sell
2024
Q3
$617K Buy
2024
Q2
$560K Sell
2024
Q1
$1.01M Buy
2023
Q4
$706K Buy
2023
Q3
$628K Buy
2023
Q2
$393K Sell
2023
Q1
$364K Buy