Carter Financial Group’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
$923K Buy
+1,625
New +$923K 0.6% 37
2022
Q1
$249K Buy
+600
New +$249K 0.33% 44