Forthright Family Wealth Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
2,395
-1,219
| -34% | -$693K | 0.86% | 24 |
|
|
2025
Q1 | $1.86M | Sell |
3,614
-544
| -13% | -$280K | 1.23% | 19 |
|
|
2024
Q4 | $2.24M | Sell |
4,158
-688
| -14% | -$371K | 1.46% | 19 |
|
|
2024
Q3 | $2.71M | Sell |
4,846
-470
| -9% | -$263K | 1.74% | 15 |
|
|
2024
Q2 | $2.66M | Sell |
5,316
-97
| -2% | -$48.5K | 1.71% | 15 |
|
|
2024
Q1 | $2.6M | Buy |
5,413
+529
| +11% | +$254K | 1.75% | 16 |
|
|
2023
Q4 | $2.13M | Buy |
+4,884
| New | +$2.13M | 1.67% | 18 |
|