Delta Wealth Advisors LLC’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
$15.6M Sell
2025
Q1
$16.2M Buy
2024
Q4
$16.2M Buy
2024
Q3
$13.3M Buy
2024
Q2
$11.5M Buy
2024
Q1
$6.28M Buy