Claris Financial’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	$1.47M	Buy	2,592 +4	+0.2%	+$2.27K	1.11%	21
2025 Q1	$1.39M	Hold	2,588	–	–	0.92%	17
2024 Q4	$1.39M	Buy	+2,588	New	+$1.39M	0.92%	17