626 Financial’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
$664K Buy
2025
Q2
$615K Hold
2025
Q1
$556K Buy
2024
Q4
$345K Sell
2024
Q3
$568K Buy
2024
Q2
$537K Hold
2024
Q1
$516K Buy
2023
Q4
$468K Sell
2023
Q3
$787K Buy
2023
Q2
$815K Sell
2023
Q1
$809K Buy
2022
Q4
$755K Buy