FRG Family Wealth Advisors’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 | $1.27M | Buy |
|
|||||
|
2025
Q1 | $1.14M | Buy |
|
|||||
|
2024
Q4 | $991K | Hold |
|
|||||
|
2024
Q3 | $971K | Hold |
|
|||||
|
2024
Q2 | $883K | Buy |
|
|||||
|
2024
Q1 | $757K | Buy |
|
|||||
|
2023
Q4 | $437K | Buy |
|
|||||
|
2023
Q3 | $379K | Sell |
|
|||||
|
2023
Q2 | $438K | Buy |
|
|||||
|
2023
Q1 | $380K | Buy |
|
|||||
|
2022
Q4 | $341K | Buy |
|
|||||
|
2022
Q3 | $282K | Hold |
|
|||||
|
2022
Q2 | $298K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $266K | Hold |
|
|||||
|
2021
Q3 | $241K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $215K | Buy |
|