BankPlus Trust Department’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
$229K Hold
404
0.07% 144
2025
Q1
$208K Buy
404
+195
+93% +$100K 0.07% 139
2024
Q4
$113K Buy
+209
New +$113K 0.04% 174