Forum Financial 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 | $7.43M | Buy |
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|
2025
Q2 | $6.72M | Buy |
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|
2025
Q1 | $5.99M | Buy |
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|
2024
Q4 | $4.52M | Buy |
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|
2024
Q3 | $3.6M | Buy |
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|
2024
Q2 | $3.24M | Buy |
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|
2024
Q1 | $2.89M | Buy |
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|
2023
Q4 | $2.35M | Buy |
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|
2023
Q3 | $1.88M | Buy |
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|
2023
Q2 | $1.81M | Buy |
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|
2023
Q1 | $1.41M | Buy |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $543K | Buy |
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|
2022
Q2 | $299K | Buy |
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|
2022
Q1 | $311K | Buy |
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|
2021
Q4 | $262K | Buy |
|