Capstone Wealth Management Group (Oregon)’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	$1.42M	Sell	2,496 -289	-10%	-$164K	1.03%	30
2025 Q1	$1.43M	Buy	2,785 +1	+0%	+$514	1.14%	28
2024 Q4	$1.5M	Buy	+2,784	New	+$1.5M	1.14%	28