Fortitude Advisory Group’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 | $648K | Buy |
1,140
+409
| +56% | +$232K | 0.37% | 50 |
|
2025
Q1 | $353K | Sell |
731
-455
| -38% | -$220K | 0.25% | 91 |
|
2024
Q4 | $639K | Buy |
1,186
+25
| +2% | +$13.5K | 0.39% | 46 |
|
2024
Q3 | $612K | Buy |
1,161
+7
| +0.6% | +$3.69K | 0.39% | 53 |
|
2024
Q2 | $577K | Buy |
1,154
+8
| +0.7% | +$4K | 0.35% | 56 |
|
2024
Q1 | $551K | Sell |
1,146
-6
| -0.5% | -$2.89K | 0.31% | 72 |
|
2023
Q4 | $503K | Buy |
1,152
+7
| +0.6% | +$3.06K | 0.31% | 71 |
|
2023
Q3 | $449K | Buy |
1,145
+26
| +2% | +$10.2K | 0.3% | 71 |
|
2023
Q2 | $456K | Sell |
1,119
-19
| -2% | -$7.74K | 0.33% | 73 |
|
2023
Q1 | $428K | Buy |
1,138
+104
| +10% | +$39.1K | 0.33% | 76 |
|
2022
Q4 | $363K | Buy |
1,034
+10
| +1% | +$3.52K | 0.31% | 86 |
|
2022
Q3 | $336K | Buy |
1,024
+7
| +0.7% | +$2.3K | 0.32% | 83 |
|
2022
Q2 | $353K | Hold |
1,017
| – | – | 0.32% | 88 |
|
2022
Q1 | $422K | Buy |
1,017
+53
| +5% | +$22K | 0.22% | 79 |
|
2021
Q4 | $421K | Buy |
+964
| New | +$421K | 0.21% | 81 |
|