Heritage Oak Wealth 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	–	Sell	-392	Closed	-$201K	–	81
2025 Q1	$201K	Buy	+392	New	+$201K	0.09%	68
2024 Q4	–	Sell	-2,229	Closed	-$1.18M	–	183
2024 Q3	$1.18M	Buy	+2,229	New	+$1.18M	0.54%	42