Joel Adams & Associates’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
$18.9M Sell
33,232
-2,260
-6% -$1.28M 16.71% 1
2025
Q1
$18.2M Sell
35,492
-712
-2% -$366K 16.41% 1
2024
Q4
$19.5M Buy
+36,204
New +$19.5M 17.72% 1