FSM 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
Q3 | $3.68M | Sell |
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|
2025
Q2 | $3.44M | Buy |
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|
2025
Q1 | $2.68M | Buy |
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|
2024
Q4 | $2.4M | Buy |
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|
2024
Q3 | $1.56M | Buy |
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|
2024
Q2 | $1.43M | Sell |
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|
2024
Q1 | $1.39M | Sell |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $1.04M | Buy |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $724K | Buy |
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|
2022
Q4 | $575K | Buy |
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|
2022
Q3 | $419K | Buy |
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