Capital Advisors Wealth Management’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	$417K	Hold	734	–	–	0.07%	130
2025 Q1	$377K	Buy	734 +1	+0.1%	+$514	0.07%	123
2024 Q4	$395K	Buy	+733	New	+$395K	0.07%	112