JBR Co Financial 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
2024 Q3	–	Sell	-423	Closed	-$212K	–	110
2024 Q2	$212K	Hold	423	–	–	0.15%	99
2024 Q1	$203K	Buy	+423	New	+$203K	0.16%	95