Helium Advisors’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
$16.1M Sell
28,376
-855
-3% -$486K 10.19% 2
2025
Q1
$15M Buy
29,231
+1,334
+5% +$686K 10.93% 1
2024
Q4
$15M Buy
+27,897
New +$15M 11.91% 1