Arbor Trust Wealth 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
$339K Sell
596
-45
-7% -$25.6K 0.17% 71
2025
Q1
$329K Buy
641
+107
+20% +$54.9K 0.15% 77
2024
Q4
$288K Buy
+534
New +$288K 0.13% 82