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Bannerman Wealth Management Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Bannerman Wealth Management Group’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 		$365K Hold
643
– – 0.28% 30
2025
Q1 		$330K Buy
643
+81
+14% +$41.6K 0.27% 26
2024
Q4 		$303K Buy
+562
New +$303K 0.25% 25