FOCUS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.98M | Hold |
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|
2025
Q2 | $2.77M | Sell |
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|
2025
Q1 | $2.51M | Hold |
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|
2024
Q4 | $2.63M | Sell |
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|
2024
Q3 | $3.76M | Buy |
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|
2024
Q2 | $3.56M | Hold |
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|
2024
Q1 | $3.42M | Buy |
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|
2023
Q4 | $3.07M | Buy |
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|
2023
Q3 | $2.65M | Buy |
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|
2023
Q2 | $1.34M | Hold |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $1.38M | Sell |
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|
2022
Q3 | $1.67M | Hold |
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|
2022
Q2 | $1.76M | Hold |
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|
2022
Q1 | $2.11M | Sell |
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|
2021
Q4 | $3.16M | Hold |
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|
2021
Q3 | $2.86M | Hold |
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|
2021
Q2 | $2.85M | Sell |
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|
2021
Q1 | $2.9M | Buy |
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|
2020
Q4 | $2.35M | Buy |
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