Fiduciary Financial 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	$1.78M	Buy	3,132 +143	+5%	+$81.2K	0.32%	47
2025 Q1	$1.44M	Buy	2,989 +1,736	+139%	+$837K	0.31%	51
2024 Q4	$669K	Buy	+1,253	New	+$669K	0.15%	95
2024 Q3	–	Sell	-632	Closed	-$328K	–	270
2024 Q2	$328K	Buy	+632	New	+$328K	0.08%	174