FPAS
Focus Partners Advisor Solutions’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 | $26.2M | Buy |
46,072
+13,199
| +40% | +$7.5M | 0.35% | 45 |
|
|
2025
Q1 | $16.9M | Buy |
32,873
+4,373
| +15% | +$2.25M | 0.26% | 51 |
|
|
2024
Q4 | $15.4M | Buy |
28,500
+2,532
| +10% | +$1.36M | 0.26% | 51 |
|
|
2024
Q3 | $13.7M | Buy |
25,968
+242
| +0.9% | +$128K | 0.29% | 46 |
|
|
2024
Q2 | $12.9M | Buy |
25,726
+9,260
| +56% | +$4.63M | 0.34% | 43 |
|
|
2024
Q1 | $7.92M | Sell |
16,466
-3,799
| -19% | -$1.83M | 0.23% | 57 |
|
|
2023
Q4 | $8.85M | Sell |
20,265
-5,031
| -20% | -$2.2M | 0.42% | 35 |
|
|
2023
Q3 | $9.93M | Buy |
25,296
+2,322
| +10% | +$912K | 0.48% | 28 |
|
|
2023
Q2 | $9.36M | Buy |
22,974
+3,268
| +17% | +$1.33M | 0.52% | 28 |
|
|
2023
Q1 | $7.41M | Buy |
19,706
+4,629
| +31% | +$1.74M | 0.48% | 30 |
|
|
2022
Q4 | $5.3M | Sell |
15,077
-8,050
| -35% | -$2.83M | 0.41% | 39 |
|
|
2022
Q3 | $7.59M | Buy |
23,127
+4,838
| +26% | +$1.59M | 0.45% | 30 |
|
|
2022
Q2 | $6.36M | Buy |
18,289
+4,692
| +35% | +$1.63M | 0.54% | 27 |
|
|
2022
Q1 | $5.66M | Buy |
+13,597
| New | +$5.66M | 0.56% | 27 |
|