Franklin, Parlapiano, Turner & Welch’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
Q2 | $68.6M | Buy |
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|
2025
Q1 | $60.8M | Sell |
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|
2024
Q4 | $64.6M | Sell |
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|
2024
Q3 | $65.5M | Sell |
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|
2024
Q2 | $62.6M | Sell |
|
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|
2024
Q1 | $61.6M | Sell |
|
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|
2023
Q4 | $56.6M | Sell |
|
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|
2023
Q3 | $51M | Buy |
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|
2023
Q2 | $52M | Buy |
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|
2023
Q1 | $34.5M | Buy |
|
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|
2022
Q4 | $16.7M | Buy |
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|
2022
Q3 | $4.13M | Buy |
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|
2022
Q2 | $3.58M | Buy |
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|
2022
Q1 | $3.41M | Hold |
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|
2021
Q4 | $3.58M | Buy |
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|
2021
Q3 | $3.23M | Sell |
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|
2021
Q2 | $3.23M | Hold |
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|
2021
Q1 | $2.99M | Hold |
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|
2020
Q4 | $2.82M | Sell |
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|
2020
Q3 | $2.6M | Hold |
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|
2020
Q2 | $2.4M | Sell |
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|
2020
Q1 | $2.3M | Buy |
|