Strategic Financial 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
Q2
$1.55M Sell
2025
Q1
$1.42M Buy
2024
Q4
$1.47M Buy
2024
Q3
$1.39M Buy
2024
Q2
$1.3M Buy
2024
Q1
$1.22M Buy
2023
Q4
$1.1M Sell
2023
Q3
$996K Sell
2023
Q2
$1.26M Buy
2023
Q1
$962K Sell
2022
Q4
$915K Buy
2022
Q3
$852K Buy
2022
Q2
$876K Buy
2022
Q1
$1.03M Buy
2021
Q4
$1.06M Buy
2021
Q3
$939K Buy
2021
Q2
$831K Buy
2021
Q1
$711K Buy
2020
Q4
$611K Buy
2020
Q3
$537K Buy
2020
Q2
$442K Buy