Foundations Investment Advisors’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
$40M Buy
2025
Q1
$26.9M Sell
2024
Q4
$29.4M Sell
2024
Q3
$29M Buy
2024
Q2
$24M Buy
2024
Q1
$21.6M Sell
2023
Q4
$20.7M Sell
2023
Q3
$19.4M Buy
2023
Q2
$16.1M Buy
2023
Q1
$11.6M Buy
2022
Q4
$9.9M Buy
2022
Q3
$2.37M Sell
2022
Q2
$2.76M Buy
2022
Q1
$3.04M Sell
2021
Q4
$3.99M Sell
2021
Q3
$6.63M Buy
2021
Q2
$4.19M Buy
2020
Q4
Sell
2020
Q3
$7M Buy