Aviso 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	$406K	Buy	715 +179	+33%	+$102K	0.19%	103
2025 Q1	$275K	Buy	536 +36	+7%	+$18.5K	0.15%	118
2024 Q4	$269K	Hold	500	–	–	0.14%	118
2024 Q3	$264K	Buy	+500	New	+$264K	0.14%	125