CFC Planning Company’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
$1.65M Buy
2,902
+296
+11% +$168K 1.56% 27
2025
Q1
$1.34M Buy
2,606
+72
+3% +$37K 1.47% 27
2024
Q4
$1.37M Buy
+2,534
New +$1.37M 1.46% 31