JFG 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	$485K	Sell	854 -1	-0.1%	-$568	0.1%	43
2025 Q1	$439K	Sell	855 -1,555	-65%	-$799K	0.1%	50
2024 Q4	$1.3M	Sell	2,410 -371	-13%	-$200K	0.3%	33
2024 Q3	$1.47M	Buy	2,781 +1,907	+218%	+$1.01M	0.4%	22
2024 Q2	$437K	Buy	+874	New	+$437K	0.12%	35