FPCG
Forum Private Client Group’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $856K | Buy |
1,507
+2
| +0.1% | +$1.14K | 0.33% | 34 |
|
|
2025
Q1 | $774K | Sell |
1,505
-56
| -4% | -$28.8K | 0.34% | 33 |
|
|
2024
Q4 | $841K | Buy |
1,561
+46
| +3% | +$24.8K | 0.37% | 33 |
|
|
2024
Q3 | $799K | Sell |
1,515
-70
| -4% | -$36.9K | 0.36% | 35 |
|
|
2024
Q2 | $793K | Buy |
1,585
+114
| +8% | +$57K | 0.38% | 34 |
|
|
2024
Q1 | $707K | Sell |
1,471
-290
| -16% | -$139K | 0.34% | 37 |
|
|
2023
Q4 | $769K | Buy |
+1,761
| New | +$769K | 0.4% | 38 |
|
|
2023
Q3 | – | Sell |
-2,090
| Closed | -$851K | – | 67 |
|
|
2023
Q2 | $851K | Sell |
2,090
-49
| -2% | -$20K | 0.49% | 36 |
|
|
2023
Q1 | $804K | Sell |
2,139
-26
| -1% | -$9.78K | 0.51% | 36 |
|
|
2022
Q4 | $761K | Hold |
2,165
| – | – | 0.53% | 36 |
|
|
2022
Q3 | $711K | Sell |
2,165
-72
| -3% | -$23.6K | 0.53% | 36 |
|
|
2022
Q2 | $776K | Buy |
2,237
+259
| +13% | +$89.8K | 0.56% | 36 |
|
|
2022
Q1 | $821K | Buy |
+1,978
| New | +$821K | 0.64% | 34 |
|