Grantvest 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
$2.73M Sell
4,798
-14
-0.3% -$7.95K 2.02% 6
2025
Q1
$2.47M Buy
4,812
+589
+14% +$303K 2.01% 7
2024
Q4
$2.28M Buy
+4,223
New +$2.28M 2.54% 7