Forum Private Client Group’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
Q2 | $856K | Buy |
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|
2025
Q1 | $774K | Sell |
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|
2024
Q4 | $841K | Buy |
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|
2024
Q3 | $799K | Sell |
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|
2024
Q2 | $793K | Buy |
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|
2024
Q1 | $707K | Sell |
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|
2023
Q4 | $769K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $851K | Sell |
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|
2023
Q1 | $804K | Sell |
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|
2022
Q4 | $761K | Hold |
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|
2022
Q3 | $711K | Sell |
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|
2022
Q2 | $776K | Buy |
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|
2022
Q1 | $821K | Buy |
|