Deane Retirement Strategies’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
$109K Buy
192
+88
+85% +$50K 0.05% 44
2025
Q1
$53.4K Sell
104
-72
-41% -$37K 0.03% 45
2024
Q4
$94.8K Sell
176
-127
-42% -$68.4K 0.05% 48
2024
Q3
$160K Sell
303
-18
-6% -$9.5K 0.08% 45
2024
Q2
$161K Buy
+321
New +$161K 0.08% 51