Antonelli Financial Advisors’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
$456K Sell
802
-3
-0.4% -$1.71K 0.33% 29
2025
Q1
$414K Sell
805
-65
-7% -$33.4K 0.33% 31
2024
Q4
$469K Buy
+870
New +$469K 0.4% 30