Balance Wealth’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
$9.53M Buy
16,782
+1,391
+9% +$790K 5.58% 3
2025
Q1
$7.91M Buy
+15,391
New +$7.91M 5.14% 4