Key Client Fiduciary Advisors’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
Q3 | $3.28M | Buy |
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|
2025
Q2 | $2.71M | Buy |
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|
2025
Q1 | $2.24M | Buy |
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|
2024
Q4 | $2.29M | Buy |
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|
2024
Q3 | $2.04M | Buy |
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|
2024
Q2 | $1.5M | Buy |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $985K | Buy |
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|
2023
Q3 | $718K | Buy |
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|
2023
Q2 | $595K | Buy |
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|
2023
Q1 | $542K | Sell |
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|
2022
Q4 | $522K | Buy |
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|
2022
Q3 | $421K | Buy |
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|
2022
Q2 | $434K | Buy |
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|
2022
Q1 | $502K | Buy |
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|
2021
Q4 | $497K | Buy |
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