Focus Partners 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 | $880M | Buy |
1,548,766
+118,086
| +8% | +$67.1M | 1.91% | 5 |
|
|
2025
Q1 | $735M | Sell |
1,430,680
-32,939
| -2% | -$16.9M | 1.84% | 5 |
|
|
2024
Q4 | $789M | Buy |
1,463,619
+141,779
| +11% | +$76.4M | 2.05% | 5 |
|
|
2024
Q3 | $698M | Sell |
1,321,840
-1,226,043
| -48% | -$647M | 2.22% | 4 |
|
|
2024
Q2 | $1.26B | Buy |
2,547,883
+1,585,075
| +165% | +$787M | 4.26% | 2 |
|
|
2024
Q1 | $463M | Buy |
962,808
+92,364
| +11% | +$44.4M | 3.76% | 2 |
|
|
2023
Q4 | $380M | Buy |
+870,444
| New | +$380M | 4.98% | 1 |
|