Charis Legacy Partners’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	$14.2M	Buy	24,947 +856	+4%	+$486K	23.34%	1
2025 Q1	$12.4M	Buy	24,091 +4,923	+26%	+$2.53M	23.44%	1
2024 Q4	$10.3M	Buy	+19,168	New	+$10.3M	21.08%	1