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

Brown Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$650K	Buy
2025 Q2	$549K	Sell
2025 Q1	$574K	Buy
2024 Q4	$390K	Buy
2024 Q3	$304K	Buy
2024 Q2	$208K	Buy
2023 Q4	–	Sell
2023 Q3	$218K	Sell
2023 Q2	$729K	Buy