Ballast 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
$27.5K Buy
48
+8
+20% +$4.58K 0.01% 153
2025
Q1
$20.6K Buy
+40
New +$20.6K 0.01% 153