GFA
Gallagher Fiduciary 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 | $1.41M | Sell |
2,482
-157
| -6% | -$89.2K | 0.05% | 59 |
|
|
2025
Q1 | $1.36M | Buy |
2,639
+168
| +7% | +$86.3K | 0.04% | 73 |
|
|
2024
Q4 | $1.33M | Buy |
+2,471
| New | +$1.33M | 0.26% | 49 |
|
|
2024
Q3 | – | Sell |
-1,058
| Closed | -$529K | – | 303 |
|
|
2024
Q2 | $529K | Sell |
1,058
-14
| -1% | -$7K | 0.12% | 101 |
|
|
2024
Q1 | $515K | Buy |
1,072
+3
| +0.3% | +$1.44K | 0.02% | 109 |
|
|
2023
Q4 | $467K | Sell |
1,069
-29
| -3% | -$12.7K | 0.02% | 108 |
|
|
2023
Q3 | $431K | Buy |
1,098
+185
| +20% | +$72.7K | 0.04% | 106 |
|
|
2023
Q2 | $372K | Buy |
913
+305
| +50% | +$124K | 0.03% | 137 |
|
|
2023
Q1 | $229K | Buy |
+608
| New | +$229K | 0.02% | 182 |
|