Fortress Wealth Management’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
Q3 | $1.94M | Hold |
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|
2025
Q2 | $1.8M | Hold |
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|
2025
Q1 | $1.63M | Hold |
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|
2024
Q4 | $1.71M | Hold |
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|
2024
Q3 | $1.67M | Hold |
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|
2024
Q2 | $1.59M | Hold |
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|
2024
Q1 | $1.53M | Hold |
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|
2023
Q4 | $1.39M | Hold |
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|
2023
Q3 | $1.25M | Hold |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.2M | Hold |
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|
2022
Q4 | $1.12M | Hold |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $1.41M | Buy |
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|
2022
Q1 | $1.69M | Sell |
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|
2021
Q4 | $1.83M | Buy |
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