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Axis Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Axis Wealth Partners’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.6M Buy
9,867
+521
+6% +$296K 3.68% 2
2025
Q1 		$4.8M Buy
9,346
+933
+11% +$479K 3.55% 4
2024
Q4 		$4.53M Buy
+8,413
New +$4.53M 3.82% 3