H&H Retirement Design & 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
2024
Q1
Sell
-660
Closed -$302K 87
2023
Q4
$302K Hold
660
0.19% 52
2023
Q3
$262K Buy
+660
New +$262K 0.18% 49