Howard Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$612K Buy
2025
Q2
$538K Sell
2025
Q1
$571K Sell
2024
Q4
$961K Buy
2024
Q3
$581K Buy
2024
Q2
$385K Sell
2024
Q1
$469K Buy
2023
Q4
$425K Buy
2023
Q3
$371K Buy
2023
Q2
$259K Buy
2023
Q1
$208K Buy