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FSA Advisors’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 | $1.22M | Sell |
2,156
-14,692
| -87% | -$8.35M | 1% | 27 |
|
|
2025
Q1 | $8.66M | Buy |
16,848
+11,822
| +235% | +$6.08M | 6.87% | 1 |
|
|
2024
Q4 | $2.68M | Sell |
5,026
-12,539
| -71% | -$6.68M | 3.28% | 1 |
|
|
2024
Q3 | $9.23M | Sell |
17,565
-1,526
| -8% | -$802K | 9.2% | 1 |
|
|
2024
Q2 | $9.53M | Sell |
19,091
-296
| -2% | -$148K | 9.93% | 1 |
|
|
2024
Q1 | $9.32M | Sell |
19,387
-1,143
| -6% | -$549K | 9.98% | 1 |
|
|
2023
Q4 | $8.97M | Buy |
+20,530
| New | +$8.97M | 11.1% | 1 |
|