Ellenbecker Investment Group’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
$220K Sell
387
-16
-4% -$9.11K 0.04% 112
2025
Q1
$208K Sell
403
-135
-25% -$69.5K 0.04% 111
2024
Q4
$290K Buy
538
+150
+39% +$80.9K 0.05% 91
2024
Q3
$205K Buy
+388
New +$205K 0.04% 109