Heritage Wealth Architects’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	$410K	Buy	721 +37	+5%	+$21K	0.3%	34
2025 Q1	$352K	Buy	+684	New	+$352K	0.34%	25