FWG Investments’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 | $17.4M | Sell |
30,701
-365
| -1% | -$207K | 13.26% | 1 |
|
2025
Q1 | $16M | Sell |
31,066
-960
| -3% | -$493K | 18.73% | 1 |
|
2024
Q4 | $17.3M | Sell |
32,026
-1,357
| -4% | -$731K | 13.41% | 1 |
|
2024
Q3 | $17.6M | Sell |
33,383
-444
| -1% | -$234K | 15.23% | 1 |
|
2024
Q2 | $16.9M | Sell |
33,827
-1,296
| -4% | -$648K | 17.08% | 1 |
|
2024
Q1 | $16.9M | Sell |
35,123
-281
| -0.8% | -$135K | 18.3% | 1 |
|
2023
Q4 | $15.5M | Buy |
+35,404
| New | +$15.5M | 19.2% | 1 |
|