Kelleher Financial Advisors’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	$506K	Buy	+890	New	+$506K	0.18%	78
2017 Q3	–	Sell	-1,102	Closed	-$244K	–	85
2017 Q2	$244K	Hold	1,102	–	–	0.47%	66
2017 Q1	$238K	Hold	1,102	–	–	0.51%	67
2016 Q4	$226K	Buy	+1,102	New	+$226K	0.13%	119