Beese Fulmer Investment Management’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
$247K Buy
+434
New +$247K 0.02% 256
2020
Q3
Sell
-271
Closed -$77K 541
2020
Q2
$77K Buy
+271
New +$77K 0.01% 270