Frisch Financial Group’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 | $5.94M | Buy |
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|
2025
Q1 | $4.15M | Buy |
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|
2024
Q4 | $4.34M | Sell |
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|
2024
Q3 | $4.28M | Sell |
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|
2024
Q2 | $5.35M | Buy |
|
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|
2024
Q1 | $3.98M | Buy |
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|
2023
Q4 | $3.62M | Sell |
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|
2023
Q3 | $3.28M | Sell |
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|
2023
Q2 | $3.62M | Sell |
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|
2023
Q1 | $3.66M | Sell |
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|
2022
Q4 | $3.53M | Buy |
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|
2022
Q3 | $3.29M | Sell |
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|
2022
Q2 | $6.87M | Buy |
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|
2022
Q1 | $7.49M | Hold |
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|
2021
Q4 | $7.87M | Sell |
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|
2021
Q3 | $7.17M | Sell |
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|
2021
Q2 | $7.33M | Sell |
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|
2021
Q1 | $7.03M | Sell |
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|
2020
Q4 | $6.75M | Buy |
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|
2020
Q3 | $6.04M | Sell |
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|
2020
Q2 | $5.6M | Sell |
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|
2020
Q1 | $9.92M | Buy |
|