Iams Wealth Management’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	$954K	Buy	+1,680	New	+$954K	0.44%	68
2025 Q1	–	Sell	-449	Closed	-$242K	–	175
2024 Q4	$242K	Buy	+449	New	+$242K	0.11%	148