KMG Fiduciary Partners’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 | $524K | Buy |
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|
2025
Q2 | $472K | Buy |
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|
2025
Q1 | $280K | Sell |
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|
2024
Q4 | $312K | Buy |
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|
2024
Q3 | $302K | Sell |
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|
2024
Q2 | $288K | Sell |
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|
2024
Q1 | $282K | Buy |
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|
2023
Q4 | $255K | Buy |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q2 | $210K | Sell |
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|
2023
Q1 | $230K | Buy |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $235K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $202K | Buy |
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