Frazier Financial Advisors’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 | $639K | Sell |
1,125
-33
| -3% | -$18.7K | 0.45% | 25 |
|
|
2025
Q1 | $595K | Buy |
1,158
+1,014
| +704% | +$521K | 0.46% | 24 |
|
|
2024
Q4 | $77.9K | Hold |
144
| – | – | 0.06% | 100 |
|
|
2024
Q3 | $76K | Sell |
144
-8
| -5% | -$4.22K | 0.06% | 108 |
|
|
2024
Q2 | $76K | Buy |
152
+150
| +7,500% | +$75K | 0.06% | 114 |
|
|
2024
Q1 | $988 | Buy |
2
+1
| +100% | +$494 | ﹤0.01% | 808 |
|
|
2023
Q4 | $458 | Buy |
+1
| New | +$458 | ﹤0.01% | 808 |
|