Consilium Wealth Advisory’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
Q3
$835K Hold
2025
Q2
$774K Sell
2025
Q1
$721K Hold
2024
Q4
$756K Hold
2024
Q3
$740K Sell
2024
Q2
$713K Buy
2024
Q1
$674K Buy