Fortress Wealth Management’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 | $1.8M | Hold |
3,174
| – | – | 0.87% | 23 |
|
|
2025
Q1 | $1.63M | Hold |
3,174
| – | – | 0.85% | 24 |
|
|
2024
Q4 | $1.71M | Hold |
3,174
| – | – | 0.83% | 25 |
|
|
2024
Q3 | $1.67M | Hold |
3,174
| – | – | 0.84% | 28 |
|
|
2024
Q2 | $1.59M | Hold |
3,174
| – | – | 0.81% | 31 |
|
|
2024
Q1 | $1.53M | Hold |
3,174
| – | – | 0.79% | 31 |
|
|
2023
Q4 | $1.39M | Hold |
3,174
| – | – | 0.76% | 32 |
|
|
2023
Q3 | $1.25M | Hold |
3,174
| – | – | 0.81% | 29 |
|
|
2023
Q2 | $1.29M | Sell |
3,174
-5
| -0.2% | -$2.04K | 0.84% | 30 |
|
|
2023
Q1 | $1.2M | Hold |
3,179
| – | – | 0.84% | 32 |
|
|
2022
Q4 | $1.12M | Hold |
3,179
| – | – | 0.93% | 32 |
|
|
2022
Q3 | $1.04M | Sell |
3,179
-892
| -22% | -$293K | 1.06% | 28 |
|
|
2022
Q2 | $1.41M | Buy |
4,071
+5
| +0.1% | +$1.73K | 1.33% | 27 |
|
|
2022
Q1 | $1.69M | Sell |
4,066
-120
| -3% | -$49.8K | 1.29% | 23 |
|
|
2021
Q4 | $1.83M | Buy |
+4,186
| New | +$1.83M | 1.37% | 19 |
|