Icon 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	$968K	Buy	+1,705	New	+$968K	0.07%	173
2024 Q4	–	Sell	-273	Closed	-$144K	–	526
2024 Q3	$144K	Buy	+273	New	+$144K	0.01%	413