Elser Financial Planning’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
$4.96M Buy
8,731
+1,249
+17% +$709K 6.19% 3
2025
Q1
$3.85M Buy
7,482
+1,301
+21% +$669K 5.32% 3
2024
Q4
$3.33M Buy
+6,181
New +$3.33M 0.2% 22