FSA Wealth Management’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 | $101K | Buy |
959
+3
| +0.3% | +$315 | 0.04% | 89 |
|
|
2025
Q1 | $94.3K | Buy |
956
+755
| +376% | +$74.5K | 0.04% | 88 |
|
|
2024
Q4 | $108K | Sell |
201
-10
| -5% | -$5.38K | 0.04% | 83 |
|
|
2024
Q3 | $111K | Buy |
+211
| New | +$111K | 0.04% | 85 |
|
|
2024
Q1 | $95.3K | Buy |
198
+148
| +296% | +$71.2K | 0.04% | 90 |
|
|
2023
Q4 | $22K | Buy |
+50
| New | +$22K | 0.01% | 222 |
|
|
2021
Q1 | – | Sell |
-152
| Closed | -$52K | – | 232 |
|
|
2020
Q4 | $52K | Buy |
+152
| New | +$52K | 0.03% | 125 |
|
|
2020
Q3 | – | Sell |
-50
| Closed | -$14K | – | 352 |
|
|
2020
Q2 | $14K | Sell |
50
-56
| -53% | -$15.7K | 0.01% | 230 |
|
|
2020
Q1 | $25K | Hold |
106
| – | – | 0.02% | 158 |
|
|
2019
Q4 | $31K | Buy |
+106
| New | +$31K | 0.02% | 173 |
|