Generation Capital 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
$5.33M Buy
9,391
+97
+1% +$55.1K 4.22% 4
2025
Q1
$4.78M Buy
9,294
+529
+6% +$272K 4.3% 5
2024
Q4
$4.72M Buy
+8,765
New +$4.72M 4.05% 6