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

Andrews Lucia Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-379
Closed -$204K – 29
2025
Q1 		$204K Buy
+379
New +$204K 0.14% 26
2024
Q1 		– Sell
-494
Closed -$216K – 28
2023
Q4 		$216K Buy
+494
New +$216K 0.17% 26