IMG 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
$5.19M Buy
9,135
+428
+5% +$243K 4.02% 7
2025
Q1
$4.47M Buy
8,707
+157
+2% +$80.7K 4.02% 7
2024
Q4
$4.61M Buy
+8,550
New +$4.61M 4.26% 7