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Copia Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Copia Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$209K Sell
368
-170
-32% -$96.5K 0.18% 87
2025
Q1 		$276K Buy
538
+227
+73% +$117K 0.26% 76
2024
Q4 		$168K Buy
+311
New +$168K 0.16% 91