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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$20.8M Buy
2025
Q2
$17.3M Buy
2025
Q1
$15.2M Buy
2024
Q4
$14.3M Buy