Carmel Capital Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Carmel Capital Partners’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$943K	Sell
2025 Q2	$975K	Buy
2025 Q1	$215K	Buy
2023 Q4	–	Sell
2023 Q3	$92.3K	Hold
2023 Q2	$95.7K	Hold
2023 Q1	$88.4K	Buy