FWA
FOCUS Wealth Advisors’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 | $2.77M | Sell |
4,872
-3
| -0.1% | -$1.7K | 1.44% | 22 |
|
|
2025
Q1 | $2.51M | Hold |
4,875
| – | – | 1.38% | 22 |
|
|
2024
Q4 | $2.63M | Sell |
4,875
-2,256
| -32% | -$1.22M | 1.39% | 22 |
|
|
2024
Q3 | $3.76M | Buy |
7,131
+14
| +0.2% | +$7.39K | 1.88% | 17 |
|
|
2024
Q2 | $3.56M | Hold |
7,117
| – | – | 1.83% | 17 |
|
|
2024
Q1 | $3.42M | Buy |
7,117
+95
| +1% | +$45.7K | 1.83% | 17 |
|
|
2023
Q4 | $3.07M | Buy |
7,022
+265
| +4% | +$116K | 1.94% | 16 |
|
|
2023
Q3 | $2.65M | Buy |
6,757
+3,474
| +106% | +$1.36M | 1.84% | 16 |
|
|
2023
Q2 | $1.34M | Hold |
3,283
| – | – | 0.9% | 31 |
|
|
2023
Q1 | $1.23M | Sell |
3,283
-653
| -17% | -$246K | 0.81% | 34 |
|
|
2022
Q4 | $1.38M | Sell |
3,936
-1,152
| -23% | -$405K | 0.96% | 31 |
|
|
2022
Q3 | $1.67M | Hold |
5,088
| – | – | 1.18% | 22 |
|
|
2022
Q2 | $1.77M | Hold |
5,088
| – | – | 1.21% | 17 |
|
|
2022
Q1 | $2.11M | Sell |
5,088
-2,159
| -30% | -$896K | 1.26% | 16 |
|
|
2021
Q4 | $3.16M | Hold |
7,247
| – | – | 1.89% | 12 |
|
|
2021
Q3 | $2.86M | Hold |
7,247
| – | – | 1.94% | 12 |
|
|
2021
Q2 | $2.85M | Sell |
7,247
-627
| -8% | -$247K | 1.99% | 12 |
|
|
2021
Q1 | $2.9M | Buy |
7,874
+1,037
| +15% | +$382K | 2.13% | 12 |
|
|
2020
Q4 | $2.35M | Buy |
+6,837
| New | +$2.35M | 1.81% | 13 |
|