Kestra Investment Management’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
$8.39M Buy
15,485
+8,060
+109% +$4.37M 0.13% 66
2025
Q1
$3.82M Buy
7,425
+2,541
+52% +$1.31M 0.12% 65
2024
Q4
$2.63M Buy
4,884
+3,406
+230% +$1.84M 0.1% 72
2024
Q3
$780K Buy
+1,478
New +$780K 0.03% 151