Joule Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$311K Hold
2025
Q2
$288K Buy
2025
Q1
$256K Hold
2024
Q4
$268K Sell
2024
Q3
$267K Buy
2024
Q2
$239K Buy
2024
Q1
$221K Sell
2023
Q4
$242K Buy