Five Pine Wealth Management’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
$9.89M Buy
17,418
+282
+2% +$160K 7.32% 5
2025
Q1
$8.81M Sell
17,136
-3,584
-17% -$1.84M 7.17% 5
2024
Q4
$11.2M Buy
+20,720
New +$11.2M 9.41% 4