Bestgate Wealth 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
$412K Hold
801
0.85% 28
2025
Q1
$412K Buy
801
+111
+16% +$57K 0.85% 28
2024
Q4
$372K Buy
+690
New +$372K 0.75% 33