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Grant Private Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Grant Private Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-590
Closed -$303K – 145
2025
Q1 		$303K Buy
590
+4
+0.7% +$2.06K 0.33% 91
2024
Q4 		$316K Buy
+586
New +$316K 0.34% 78