Carson Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$592K Buy
2025
Q1
$487K Buy
2024
Q4
$472K Buy
2024
Q3
$416K Buy
2024
Q2
$207K Sell
2024
Q1
$225K Sell
2023
Q4
$214K Buy