Francis Financial’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
$77.3M Buy
2025
Q2
$70.7M Sell
2025
Q1
$67.8M Buy
2024
Q4
$70.9M Sell
2024
Q3
$70M Sell
2024
Q2
$67.3M Sell
2024
Q1
$72.2M Buy
2023
Q4
$64.9M Buy
2023
Q3
$56.4M Buy
2023
Q2
$55M Buy
2023
Q1
$47.3M Buy
2022
Q4
$43.2M Buy
2022
Q3
$37.1M Buy
2022
Q2
$35.9M Buy
2018
Q1
$4.86M Sell
2017
Q4
$5.17M Buy