Fusion Family Wealth’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
Q2 | $215M | Buy |
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|
2025
Q1 | $189M | Buy |
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|
2024
Q4 | $196M | Buy |
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|
2024
Q3 | $185M | Buy |
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|
2024
Q2 | $169M | Sell |
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|
2024
Q1 | $163M | Buy |
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|
2023
Q4 | $146M | Sell |
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|
2023
Q3 | $132M | Buy |
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|
2023
Q2 | $136M | Buy |
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|
2023
Q1 | $123M | Buy |
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|
2022
Q4 | $113M | Buy |
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|
2022
Q3 | $109M | Sell |
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|
2022
Q2 | $115M | Buy |
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|
2022
Q1 | $123M | Buy |
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|
2021
Q4 | $114M | Sell |
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|
2021
Q3 | $109M | Buy |
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|
2021
Q2 | $105M | Buy |
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|
2021
Q1 | $96.8M | Buy |
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|
2020
Q4 | $83.5M | Buy |
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|
2020
Q3 | $73.7M | Buy |
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|
2020
Q2 | $62.3M | Sell |
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|
2020
Q1 | $55.6M | Buy |
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|
2019
Q4 | $65.7M | Buy |
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|
2019
Q3 | $59.8M | Buy |
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|
2019
Q2 | $56.3M | Buy |
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|
2019
Q1 | $49.6M | Buy |
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|
2018
Q4 | $41.8M | Buy |
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|
2018
Q3 | $47.2M | Buy |
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|
2018
Q2 | $42.1M | Buy |
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|
2018
Q1 | $40.3M | Buy |
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|
2017
Q4 | $37.2M | Buy |
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|
2017
Q3 | $33.1M | Buy |
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|
2017
Q2 | $28.5M | Buy |
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|
2017
Q1 | $26.3M | Buy |
|