BXM Wealth’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
$1.61M Buy
2,831
+331
+13% +$188K 1.91% 13
2025
Q1
$1.28M Sell
2,500
-718
-22% -$369K 1.54% 21
2024
Q4
$1.73M Buy
+3,218
New +$1.73M 2.43% 10