FSB Premier 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 | $15.2M | Sell |
26,839
-748
| -3% | -$425K | 5.44% | 1 |
|
|
2025
Q1 | $14.2M | Sell |
27,587
-1,958
| -7% | -$1.01M | 5.53% | 1 |
|
|
2024
Q4 | $15.9M | Sell |
29,545
-1,647
| -5% | -$887K | 6.38% | 1 |
|
|
2024
Q3 | $16.5M | Sell |
31,192
-856
| -3% | -$452K | 6.75% | 1 |
|
|
2024
Q2 | $16M | Sell |
32,048
-1,190
| -4% | -$595K | 7.24% | 1 |
|
|
2024
Q1 | $16M | Sell |
33,238
-62
| -0.2% | -$29.8K | 7.44% | 1 |
|
|
2023
Q4 | $14.5M | Sell |
33,300
-613
| -2% | -$268K | 7.28% | 1 |
|
|
2023
Q3 | $13.3M | Sell |
33,913
-76
| -0.2% | -$29.8K | 7.41% | 1 |
|
|
2023
Q2 | $13.8M | Sell |
33,989
-1,512
| -4% | -$616K | 7.51% | 1 |
|
|
2023
Q1 | $13.4M | Sell |
35,501
-1,375
| -4% | -$517K | 7.43% | 1 |
|
|
2022
Q4 | $13M | Sell |
36,876
-2,737
| -7% | -$962K | 7.1% | 1 |
|
|
2022
Q3 | $13M | Sell |
39,613
-2,599
| -6% | -$853K | 7.6% | 1 |
|
|
2022
Q2 | $14.6M | Sell |
42,212
-778
| -2% | -$270K | 8.12% | 1 |
|
|
2022
Q1 | $16.9M | Sell |
42,990
-2,217
| -5% | -$872K | 8.47% | 1 |
|
|
2021
Q4 | $19.7M | Sell |
45,207
-2,049
| -4% | -$895K | 8.24% | 1 |
|
|
2021
Q3 | $18.6M | Buy |
47,256
+1,227
| +3% | +$484K | 9.33% | 1 |
|
|
2021
Q2 | $18.1M | Buy |
46,029
+62
| +0.1% | +$24.4K | 9.27% | 1 |
|
|
2021
Q1 | $16.7M | Buy |
45,967
+9,647
| +27% | +$3.51M | 9.02% | 1 |
|
|
2020
Q4 | $12.5M | Buy |
+36,320
| New | +$12.5M | 6.68% | 1 |
|