FWM
ForthRight 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 | $45.1M | Buy |
79,374
+2,875
| +4% | +$1.63M | 14.06% | 1 |
|
|
2025
Q1 | $39.3M | Buy |
76,499
+1,223
| +2% | +$629K | 13.15% | 1 |
|
|
2024
Q4 | $40.6M | Sell |
75,276
-141
| -0.2% | -$76K | 13.52% | 1 |
|
|
2024
Q3 | $39.8M | Sell |
75,417
-1,561
| -2% | -$824K | 13.25% | 1 |
|
|
2024
Q2 | $38.5M | Sell |
76,978
-1,537
| -2% | -$769K | 13.84% | 1 |
|
|
2024
Q1 | $37.7M | Buy |
78,515
+345
| +0.4% | +$166K | 13.55% | 1 |
|
|
2023
Q4 | $34.1M | Buy |
78,170
+2,422
| +3% | +$1.06M | 13.23% | 1 |
|
|
2023
Q3 | $29.7M | Sell |
75,748
-257
| -0.3% | -$101K | 12.82% | 2 |
|
|
2023
Q2 | $31M | Buy |
76,005
+1,763
| +2% | +$718K | 12.94% | 2 |
|
|
2023
Q1 | $27.9M | Buy |
74,242
+2,499
| +3% | +$940K | 12.78% | 2 |
|
|
2022
Q4 | $25.2M | Sell |
71,743
-788
| -1% | -$277K | 12.89% | 2 |
|
|
2022
Q3 | $23.8M | Buy |
72,531
+2,096
| +3% | +$688K | 13.97% | 2 |
|
|
2022
Q2 | $24.4M | Buy |
70,435
+3,351
| +5% | +$1.16M | 13.58% | 2 |
|
|
2022
Q1 | $27.9M | Buy |
67,084
+4,532
| +7% | +$1.88M | 14.39% | 2 |
|
|
2021
Q4 | $27.3M | Buy |
62,552
+1,448
| +2% | +$632K | 14.93% | 2 |
|
|
2021
Q3 | $24.1M | Buy |
61,104
+1,651
| +3% | +$651K | 14.63% | 2 |
|
|
2021
Q2 | $23.4M | Buy |
59,453
+443
| +0.8% | +$174K | 14.84% | 2 |
|
|
2021
Q1 | $21.5M | Buy |
59,010
+1,395
| +2% | +$508K | 14.59% | 2 |
|
|
2020
Q4 | $19.8M | Buy |
+57,615
| New | +$19.8M | 15.56% | 2 |
|