Capital & Planning LLC’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
Q1
Sell
-7
Closed -$3.77K 177
2024
Q4
$3.77K Buy
+7
New +$3.77K ﹤0.01% 131