AA Financial 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
$533K Sell
2025
Q2
$528K Sell
2025
Q1
$590K Sell
2024
Q4
$1.63M Sell
2024
Q3
$1.65M Sell
2024
Q2
$1.58M Buy
2024
Q1
$1.39M Buy
2023
Q4
$1.19M Buy