Ehrlich Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Ehrlich Financial Group’s Portfolio VOO Stock Details VOO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$348K	Buy
2025 Q2	$294K	Sell
2025 Q1	$338K	Sell
2024 Q4	$829K	Sell
2024 Q3	$966K	Buy
2024 Q2	$462K	Sell
2024 Q1	$952K	Buy
2023 Q4	$332K	Buy