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Concorde Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Concorde Financial’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-749
Closed -$404K – 35
2024
Q4 		$404K Hold
749
– – 0.24% 35
2024
Q3 		$396K Buy
+749
New +$396K 0.23% 36