Avaii Wealth Management’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
$211K Buy
+371
New +$211K 0.09% 129
2025
Q1
Sell
-415
Closed -$224K 138
2024
Q4
$224K Buy
415
+1
+0.2% +$539 0.11% 118
2024
Q3
$218K Hold
414
0.11% 123
2024
Q2
$207K Buy
+414
New +$207K 0.11% 138