Crux Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.29M Buy
7,560
+114
+2% +$64.8K 1.83% 12
2025
Q1
$3.83M Buy
7,446
+316
+4% +$162K 1.99% 7
2024
Q4
$3.84M Buy
+7,130
New +$3.84M 2.14% 6