FPTW
Franklin, Parlapiano, Turner & Welch’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 | $68.6M | Buy |
120,830
+2,608
| +2% | +$1.48M | 17.92% | 1 |
|
|
2025
Q1 | $60.8M | Sell |
118,222
-1,756
| -1% | -$902K | 16.39% | 1 |
|
|
2024
Q4 | $64.6M | Sell |
119,978
-4,118
| -3% | -$2.22M | 17.49% | 1 |
|
|
2024
Q3 | $65.5M | Sell |
124,096
-993
| -0.8% | -$524K | 16.92% | 1 |
|
|
2024
Q2 | $62.6M | Sell |
125,089
-3,110
| -2% | -$1.56M | 17.36% | 1 |
|
|
2024
Q1 | $61.6M | Sell |
128,199
-1,304
| -1% | -$627K | 16.94% | 1 |
|
|
2023
Q4 | $56.6M | Sell |
129,503
-493
| -0.4% | -$215K | 16.21% | 1 |
|
|
2023
Q3 | $51M | Buy |
129,996
+2,288
| +2% | +$898K | 15.84% | 1 |
|
|
2023
Q2 | $52M | Buy |
127,708
+36,063
| +39% | +$14.7M | 15.43% | 1 |
|
|
2023
Q1 | $34.5M | Buy |
91,645
+44,246
| +93% | +$16.6M | 10.97% | 2 |
|
|
2022
Q4 | $16.7M | Buy |
47,399
+34,819
| +277% | +$12.2M | 5.46% | 4 |
|
|
2022
Q3 | $4.13M | Buy |
12,580
+2,256
| +22% | +$741K | 1.47% | 24 |
|
|
2022
Q2 | $3.58M | Buy |
10,324
+2,120
| +26% | +$735K | 1.21% | 24 |
|
|
2022
Q1 | $3.41M | Hold |
8,204
| – | – | 1.01% | 27 |
|
|
2021
Q4 | $3.58M | Buy |
8,204
+25
| +0.3% | +$10.9K | 1.03% | 27 |
|
|
2021
Q3 | $3.23M | Sell |
8,179
-25
| -0.3% | -$9.86K | 1.01% | 27 |
|
|
2021
Q2 | $3.23M | Hold |
8,204
| – | – | 1% | 27 |
|
|
2021
Q1 | $2.99M | Hold |
8,204
| – | – | 1% | 27 |
|
|
2020
Q4 | $2.82M | Sell |
8,204
-246
| -3% | -$84.6K | 1.02% | 27 |
|
|
2020
Q3 | $2.6M | Hold |
8,450
| – | – | 1.05% | 26 |
|
|
2020
Q2 | $2.4M | Sell |
8,450
-1,248
| -13% | -$354K | 0.99% | 27 |
|
|
2020
Q1 | $2.3M | Buy |
+9,698
| New | +$2.3M | 1.05% | 25 |
|