Alteri Wealth’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
$1.2M Sell
2,106
-104
-5% -$59.1K 0.46% 44
2025
Q1
$1.14M Buy
2,210
+180
+9% +$92.5K 0.5% 46
2024
Q4
$1.09M Buy
+2,030
New +$1.09M 0.3% 47