Caliber Wealth Management (Utah)’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
2024 Q1	$347K	Buy	721 +89	+14%	+$42.8K	0.18%	52
2023 Q4	$276K	Buy	632 +17	+3%	+$7.42K	0.16%	53
2023 Q3	$242K	Buy	+615	New	+$242K	0.16%	53