FFA
Founders Financial Alliance’s Vanguard S&P 500 ETF VOO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.57M | Buy |
4,528
+116
| +3% | +$65.9K | 0.58% | 40 |
|
2025
Q1 | $2.27M | Buy |
4,412
+784
| +22% | +$403K | 0.55% | 40 |
|
2024
Q4 | $1.96M | Buy |
3,628
+961
| +36% | +$518K | 0.54% | 38 |
|
2024
Q3 | $1.41M | Hold |
2,667
| – | – | 0.39% | 58 |
|
2024
Q2 | $1.33M | Buy |
2,667
+49
| +2% | +$24.5K | 0.4% | 55 |
|
2024
Q1 | $1.26M | Buy |
2,618
+904
| +53% | +$435K | 0.38% | 64 |
|
2023
Q4 | $749K | Sell |
1,714
-4
| -0.2% | -$1.75K | 0.29% | 78 |
|
2023
Q3 | $675K | Buy |
1,718
+2
| +0.1% | +$785 | 0.29% | 79 |
|
2023
Q2 | $699K | Buy |
1,716
+240
| +16% | +$97.8K | 0.28% | 82 |
|
2023
Q1 | $555K | Sell |
1,476
-300
| -17% | -$113K | 0.28% | 86 |
|
2022
Q4 | $624K | Buy |
1,776
+65
| +4% | +$22.8K | 0.29% | 81 |
|
2022
Q3 | $562K | Buy |
1,711
+455
| +36% | +$149K | 0.29% | 82 |
|
2022
Q2 | $436K | Sell |
1,256
-678
| -35% | -$235K | 0.22% | 104 |
|
2022
Q1 | $803K | Buy |
1,934
+461
| +31% | +$191K | 0.36% | 68 |
|
2021
Q4 | $643K | Buy |
1,473
+3
| +0.2% | +$1.31K | 0.26% | 90 |
|
2021
Q3 | $580K | Buy |
1,470
+193
| +15% | +$76.2K | 0.27% | 87 |
|
2021
Q2 | $501K | Buy |
1,277
+249
| +24% | +$97.7K | 0.23% | 105 |
|
2021
Q1 | $381K | Buy |
1,028
+26
| +3% | +$9.64K | 0.19% | 123 |
|
2020
Q4 | $345K | Buy |
1,002
+2
| +0.2% | +$689 | 0.2% | 118 |
|
2020
Q3 | $308K | Buy |
+1,000
| New | +$308K | 0.18% | 113 |
|