Evergreen Private Wealth’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	-190	Closed	-$97.8K	–	293
2025 Q1	$97.8K	Buy	+190	New	+$97.8K	0.05%	96