KKM Financial’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
$2.15M Buy
2025
Q1
$1.93M Hold
2024
Q4
$2.02M Hold
2024
Q3
$1.98M Buy
2024
Q2
$1.68M Hold
2024
Q1
$1.62M Sell
2023
Q4
$1.58M Buy