Kellett Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Kellett Wealth Advisors’s Portfolio VOO Stock Details VOO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$425K	Buy
2025 Q2	$363K	Hold
2025 Q1	$328K	Sell
2024 Q4	$367K	Hold
2024 Q3	$360K	Buy
2024 Q2	$235K	Sell
2024 Q1	$343K	Buy
2023 Q4	$300K	Buy
2023 Q3	$230K	Buy
2023 Q2	$224K	Buy