Caliber Wealth Management (Kansas)’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
$20.1M Buy
35,434
+4,732
+15% +$2.69M 2.16% 10
2025
Q1
$15.8M Buy
+30,702
New +$15.8M 2.15% 7