FA
Fountainhead AM’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 | $5.25M | Buy |
9,244
+776
| +9% | +$441K | 0.76% | 22 |
|
2025
Q1 | $4.35M | Buy |
8,468
+955
| +13% | +$491K | 0.71% | 22 |
|
2024
Q4 | $4.05M | Buy |
7,513
+708
| +10% | +$381K | 0.74% | 24 |
|
2024
Q3 | $3.59M | Buy |
6,805
+106
| +2% | +$55.9K | 0.75% | 21 |
|
2024
Q2 | $3.35M | Buy |
6,699
+161
| +2% | +$80.5K | 0.8% | 20 |
|
2024
Q1 | $3.14M | Buy |
6,538
+198
| +3% | +$95.2K | 0.77% | 23 |
|
2023
Q4 | $2.77M | Buy |
+6,340
| New | +$2.77M | 0.76% | 25 |
|