JPL Wealth Management’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
Q2
$2.73M Sell
2025
Q1
$2.56M Buy
2024
Q4
$2.38M Buy
2024
Q2
$2.81M Buy
2024
Q1
$1.27M Buy
2023
Q4
$384K Buy