Haven Private’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
$620K Sell
1,091
-687
-39% -$390K 0.27% 83
2025
Q1
$914K Buy
1,778
+900
+103% +$463K 0.52% 47
2024
Q4
$473K Buy
+878
New +$473K 0.26% 91