Burling Wealth Partners’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
$5.74M Buy
10,108
+1,302
+15% +$740K 1.06% 24
2025
Q1
$4.53M Buy
8,806
+1,432
+19% +$736K 0.95% 30
2024
Q4
$3.97M Buy
+7,374
New +$3.97M 0.81% 35