FWA
FSM Wealth 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 | $3.44M | Buy |
6,029
+811
| +16% | +$463K | 0.56% | 35 |
|
|
2025
Q1 | $2.68M | Buy |
5,218
+812
| +18% | +$417K | 0.6% | 28 |
|
|
2024
Q4 | $2.4M | Buy |
4,406
+1,453
| +49% | +$791K | 0.59% | 33 |
|
|
2024
Q3 | $1.56M | Buy |
2,953
+90
| +3% | +$47.5K | 0.41% | 41 |
|
|
2024
Q2 | $1.43M | Sell |
2,863
-34
| -1% | -$17K | 0.48% | 38 |
|
|
2024
Q1 | $1.39M | Sell |
2,897
-92
| -3% | -$44.2K | 0.49% | 38 |
|
|
2023
Q4 | $1.31M | Buy |
2,989
+331
| +12% | +$145K | 0.56% | 39 |
|
|
2023
Q3 | $1.04M | Buy |
2,658
+69
| +3% | +$27.1K | 0.53% | 42 |
|
|
2023
Q2 | $1.05M | Buy |
2,589
+663
| +34% | +$270K | 0.53% | 43 |
|
|
2023
Q1 | $724K | Buy |
1,926
+290
| +18% | +$109K | 0.42% | 56 |
|
|
2022
Q4 | $575K | Buy |
1,636
+360
| +28% | +$127K | 0.41% | 61 |
|
|
2022
Q3 | $419K | Buy |
+1,276
| New | +$419K | 0.35% | 74 |
|