Foster Dykema Cabot & Partners’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
$4.76M Hold
8,356
0.33% 32
2025
Q1
$4.29M Sell
8,356
-300
-3% -$154K 0.34% 32
2024
Q4
$4.66M Sell
8,656
-98
-1% -$52.8K 0.36% 34
2024
Q3
$4.63M Buy
8,754
+2,698
+45% +$1.43M 0.39% 33
2024
Q2
$3.04M Hold
6,056
0.27% 34
2024
Q1
$2.91M Hold
6,056
0.27% 34
2023
Q4
$2.65M Buy
+6,056
New +$2.65M 0.28% 33