FirstPurpose Wealth’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
Q1
$352K Sell
2023
Q4
$335K Sell
2023
Q3
$315K Sell
2023
Q2
$346K Buy
2023
Q1
$277K Sell
2022
Q4
$284K Sell
2022
Q3
$317K Buy
2022
Q2
$303K Buy
2022
Q1
$344K Buy
2021
Q4
$269K Buy