Fortis Group Advisors’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 | $1.03M | Buy |
1,781
+1,560
| +706% | +$904K | 0.19% | 109 |
|
|
2025
Q1 | $114K | Sell |
221
-679
| -75% | -$349K | 0.02% | 194 |
|
|
2024
Q4 | $485K | Sell |
900
-78
| -8% | -$42K | 0.09% | 135 |
|
|
2024
Q3 | $516K | Sell |
978
-8
| -0.8% | -$4.22K | 0.1% | 121 |
|
|
2024
Q2 | $493K | Buy |
986
+765
| +346% | +$383K | 0.1% | 119 |
|
|
2024
Q1 | $106K | Sell |
221
-221
| -50% | -$106K | 0.02% | 203 |
|
|
2023
Q4 | $193K | Buy |
442
+221
| +100% | +$96.5K | 0.05% | 126 |
|
|
2023
Q3 | $86.8K | Buy |
+221
| New | +$86.8K | 0.03% | 128 |
|
|
2020
Q3 | $276K | Buy |
+900
| New | +$276K | 0.05% | 156 |
|