Aegis 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	$4.91M	Hold	9,560	–	–	2.95%	8
2025 Q1	$4.91M	Buy	9,560 +7,031	+278%	+$3.61M	2.89%	8
2024 Q4	$1.36M	Buy	+2,529	New	+$1.36M	0.92%	31