AAF Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$504K Sell
887
-107
-11% -$60.8K 0.23% 31
2025
Q1
$511K Buy
994
+3
+0.3% +$1.54K 0.28% 29
2024
Q4
$534K Sell
991
-158
-14% -$85.1K 0.27% 31
2024
Q3
$606K Buy
1,149
+4
+0.3% +$2.11K 0.31% 26
2024
Q2
$573K Buy
+1,145
New +$573K 0.3% 27