FWM
Fonville Wealth Management’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 | $9.59M | Buy |
16,879
+453
| +3% | +$257K | 2.43% | 12 |
|
|
2025
Q1 | $8.44M | Buy |
16,426
+7,329
| +81% | +$3.77M | 2.49% | 12 |
|
|
2024
Q4 | $4.9M | Sell |
9,097
-133
| -1% | -$71.7K | 1.62% | 21 |
|
|
2024
Q3 | $4.87M | Buy |
9,230
+600
| +7% | +$317K | 1.68% | 21 |
|
|
2024
Q2 | $4.32M | Buy |
8,630
+447
| +5% | +$224K | 1.71% | 22 |
|
|
2024
Q1 | $3.93M | Buy |
8,183
+595
| +8% | +$286K | 1.74% | 18 |
|
|
2023
Q4 | $3.31M | Buy |
+7,588
| New | +$3.31M | 1.76% | 21 |
|