Fortune Financial 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
$1.1M Sell
1,932
-63
-3% -$35.8K 0.88% 35
2025
Q1
$1.03M Buy
1,995
+1,092
+121% +$561K 0.88% 37
2024
Q4
$487K Buy
+903
New +$487K 0.44% 58