Fortis Group 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
Q2
$1.03M Buy
2025
Q1
$114K Sell
2024
Q4
$485K Sell
2024
Q3
$516K Sell
2024
Q2
$493K Buy
2024
Q1
$106K Sell
2023
Q4
$193K Buy
2023
Q3
$86.8K Buy
2020
Q3
$276K Buy