FourThought Financial Partners’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 | $17.7M | Buy |
31,079
+2,477
| +9% | +$1.41M | 1.74% | 10 |
|
|
2025
Q1 | $14.7M | Buy |
28,602
+1,461
| +5% | +$751K | 1.54% | 16 |
|
|
2024
Q4 | $14.6M | Sell |
27,141
-2,807
| -9% | -$1.51M | 1.52% | 17 |
|
|
2024
Q3 | $15.8M | Buy |
29,948
+3,335
| +13% | +$1.76M | 1.87% | 15 |
|
|
2024
Q2 | $13.3M | Buy |
26,613
+1,472
| +6% | +$736K | 1.71% | 17 |
|
|
2024
Q1 | $12.1M | Buy |
25,141
+2,675
| +12% | +$1.29M | 1.38% | 21 |
|
|
2023
Q4 | $9.81M | Buy |
22,466
+1,822
| +9% | +$796K | 1.23% | 24 |
|
|
2023
Q3 | $8.11M | Buy |
20,644
+494
| +2% | +$194K | 1.13% | 29 |
|
|
2023
Q2 | $8.21M | Sell |
20,150
-254
| -1% | -$103K | 1.08% | 29 |
|
|
2023
Q1 | $7.67M | Buy |
20,404
+3,138
| +18% | +$1.18M | 1.05% | 30 |
|
|
2022
Q4 | $6.07M | Buy |
+17,266
| New | +$6.07M | 0.88% | 35 |
|