Allegheny Financial Group’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	$618K	Sell	1,088 -96	-8%	-$54.6K	0.14%	125
2025 Q1	$608K	Sell	1,184 -32	-3%	-$16.4K	0.16%	113
2024 Q4	$655K	Buy	+1,216	New	+$655K	0.17%	110
2024 Q1	–	Sell	-814	Closed	-$356K	–	219
2023 Q4	$356K	Buy	+814	New	+$356K	0.11%	147