Great Waters 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
$219K Sell
385
-65
-14% -$36.9K 0.03% 100
2025
Q1
$231K Buy
450
+44
+11% +$22.6K 0.03% 90
2024
Q4
$219K Buy
+406
New +$219K 0.03% 101