Edge Financial 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	–	Sell	-620	Closed	-$318K	–	130
2025 Q1	$318K	Sell	620 -3,866	-86%	-$1.99M	0.2%	70
2024 Q4	$2.42M	Sell	4,486 -720	-14%	-$388K	2.16%	9
2024 Q3	$2.75M	Buy	+5,206	New	+$2.75M	2.44%	4
2024 Q1	$1.42M	Buy	+2,937	New	+$1.42M	1.25%	18