Kelleher Financial Advisors’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
Sell
2025
Q2
$506K Buy
2017
Q3
Sell
2017
Q2
$244K Hold
2017
Q1
$238K Hold
2016
Q4
$226K Buy