Foster Victor Wealth Advisors’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 | $861K | Buy |
1,500
+283
| +23% | +$162K | 0.06% | 120 |
|
|
2025
Q1 | $597K | Sell |
1,217
-111
| -8% | -$54.5K | 0.05% | 123 |
|
|
2024
Q4 | $730K | Buy |
1,328
+447
| +51% | +$246K | 0.06% | 118 |
|
|
2024
Q3 | $467K | Buy |
881
+57
| +7% | +$30.2K | 0.04% | 134 |
|
|
2024
Q2 | $427K | Buy |
824
+205
| +33% | +$106K | 0.04% | 136 |
|
|
2024
Q1 | $294K | Buy |
+619
| New | +$294K | 0.03% | 142 |
|
|
2023
Q4 | – | Sell |
-561
| Closed | -$222K | – | 177 |
|
|
2023
Q3 | $222K | Buy |
+561
| New | +$222K | 0.03% | 144 |
|