KMT Wealth 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
$1.7M Sell
2,996
-4,109
-58% -$2.33M 1% 6
2025
Q1
$3.65M Buy
7,105
+3,329
+88% +$1.71M 2.5% 6
2024
Q4
$2.03M Buy
+3,776
New +$2.03M 1.63% 5