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Centricity Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Centricity Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$15.9M Sell
27,914
-250
-0.9% -$142K 12.67% 1
2025
Q1 		$14.5M Buy
28,164
+495
+2% +$254K 13.14% 1
2024
Q4 		$14.9M Buy
+27,669
New +$14.9M 13.92% 1