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