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Allium Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Allium Financial Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.3M Buy
7,575
+5,410
+250% +$3.07M 3.16% 9
2025
Q1 		$1.11M Buy
+2,165
New +$1.11M 1.01% 20