Centerpoint Advisors’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
Q3
$290K Hold
2025
Q2
$269K Sell
2025
Q1
$247K Hold
2024
Q4
$259K Buy
2024
Q3
$14K Buy
2024
Q2
$9K Buy
2022
Q3
Sell
2022
Q2
$2M Buy