Castle Wealth Management’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
2022
Q4
Sell
-137
Closed -$45K 623
2022
Q3
$45K Sell
137
-29
-17% -$9.53K 0.03% 231
2022
Q2
$58K Buy
+166
New +$58K 0.03% 198