Jamison Private Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Jamison Private Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$494K	Hold
2025 Q2	$458K	Sell
2025 Q1	$655K	Buy
2024 Q4	$685K	Buy
2024 Q3	$636K	Buy
2024 Q2	$602K	Buy
2024 Q1	$548K	Buy
2023 Q4	$463K	Sell
2023 Q3	$443K	Buy