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 |
|