Founders Financial Securities’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
Q3 | $11.8M | Buy |
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|
2025
Q2 | $9.45M | Buy |
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|
2025
Q1 | $5.78M | Sell |
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|
2024
Q4 | $8.66M | Sell |
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|
2024
Q3 | $9.24M | Sell |
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|
2024
Q2 | $10.9M | Buy |
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|
2024
Q1 | $10.1M | Buy |
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|
2023
Q4 | $6.48M | Buy |
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|
2023
Q3 | $5.45M | Buy |
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|
2023
Q2 | $4.51M | Buy |
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|
2023
Q1 | $2.43M | Sell |
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|
2022
Q4 | $2.58M | Buy |
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|
2022
Q3 | $1.35M | Sell |
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|
2022
Q2 | $1.47M | Sell |
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|
2022
Q1 | $2.4M | Sell |
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|
2021
Q4 | $3.02M | Buy |
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|
2021
Q3 | $536K | Sell |
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|
2021
Q2 | $557K | Buy |
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|
2021
Q1 | $460K | Buy |
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|
2020
Q4 | $394K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $231K | Buy |
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