FPW
Flagship Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Hold |
413
| – | – | 0.1% | 93 |
|
|
2025
Q1 | $212K | Hold |
413
| – | – | 0.1% | 96 |
|
|
2024
Q4 | $222K | Buy |
413
+2
| +0.5% | +$1.08K | 0.11% | 94 |
|
|
2024
Q3 | $217K | Buy |
+411
| New | +$217K | 0.11% | 95 |
|
|
2022
Q2 | – | Sell |
-496
| Closed | -$206K | – | 75 |
|
|
2022
Q1 | $206K | Sell |
496
-184
| -27% | -$76.4K | 0.17% | 71 |
|
|
2021
Q4 | $297K | Hold |
680
| – | – | 0.22% | 61 |
|
|
2021
Q3 | $268K | Sell |
680
-45
| -6% | -$17.7K | 0.21% | 65 |
|
|
2021
Q2 | $290K | Sell |
725
-197
| -21% | -$78.8K | 0.22% | 62 |
|
|
2021
Q1 | $344K | Sell |
922
-89
| -9% | -$33.2K | 0.29% | 58 |
|
|
2020
Q4 | $348K | Buy |
+1,011
| New | +$348K | 0.32% | 45 |
|