Founders Financial Securities’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 | $9.45M | Buy |
16,630
+5,212
| +46% | +$2.96M | 0.72% | 31 |
|
|
2025
Q1 | $5.78M | Sell |
11,418
-4,650
| -29% | -$2.35M | 0.49% | 43 |
|
|
2024
Q4 | $8.66M | Sell |
16,068
-1,440
| -8% | -$776K | 0.78% | 34 |
|
|
2024
Q3 | $9.24M | Sell |
17,508
-4,197
| -19% | -$2.21M | 0.85% | 33 |
|
|
2024
Q2 | $10.9M | Buy |
21,705
+701
| +3% | +$351K | 1.03% | 26 |
|
|
2024
Q1 | $10.1M | Buy |
21,004
+6,162
| +42% | +$2.96M | 1.06% | 25 |
|
|
2023
Q4 | $6.48M | Buy |
14,842
+970
| +7% | +$424K | 0.72% | 33 |
|
|
2023
Q3 | $5.45M | Buy |
13,872
+2,808
| +25% | +$1.1M | 0.71% | 37 |
|
|
2023
Q2 | $4.51M | Buy |
11,064
+4,596
| +71% | +$1.87M | 0.6% | 41 |
|
|
2023
Q1 | $2.43M | Sell |
6,468
-865
| -12% | -$325K | 0.35% | 64 |
|
|
2022
Q4 | $2.58M | Buy |
7,333
+3,205
| +78% | +$1.13M | 0.41% | 63 |
|
|
2022
Q3 | $1.36M | Sell |
4,128
-106
| -3% | -$34.8K | 0.24% | 90 |
|
|
2022
Q2 | $1.47M | Sell |
4,234
-1,550
| -27% | -$538K | 0.29% | 73 |
|
|
2022
Q1 | $2.4M | Sell |
5,784
-1,125
| -16% | -$467K | 0.43% | 55 |
|
|
2021
Q4 | $3.02M | Buy |
6,909
+5,549
| +408% | +$2.42M | 0.54% | 44 |
|
|
2021
Q3 | $536K | Sell |
1,360
-56
| -4% | -$22.1K | 0.11% | 161 |
|
|
2021
Q2 | $557K | Buy |
1,416
+154
| +12% | +$60.6K | 0.11% | 166 |
|
|
2021
Q1 | $460K | Buy |
1,262
+114
| +10% | +$41.6K | 0.11% | 158 |
|
|
2020
Q4 | $394K | Buy |
+1,148
| New | +$394K | 0.09% | 145 |
|
|
2020
Q2 | – | Sell |
-977
| Closed | -$231K | – | 187 |
|
|
2020
Q1 | $231K | Buy |
+977
| New | +$231K | 0.09% | 115 |
|