Great Oak Capital Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.36M Sell
2025
Q2
$2.26M Buy
2025
Q1
$2.05M Hold
2024
Q4
$2.05M Buy
2024
Q3
$1.98M Buy
2024
Q2
$1.84M Sell
2024
Q1
$1.81M Buy
2023
Q4
$1.64M Buy