Clear Point 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
Q2
$1.3M Buy
2025
Q1
$1.07M Sell
2024
Q4
$1.17M Buy
2024
Q3
$1.09M Sell
2024
Q2
$1.24M Buy
2024
Q1
$1.18M Buy
2023
Q4
$791K Buy