L.K. Benson & Company’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
$3.01M Buy
5,299
+818
+18% +$465K 1.85% 13
2025
Q1
$2.3M Buy
4,481
+13
+0.3% +$6.68K 1.59% 13
2024
Q4
$2.41M Buy
+4,468
New +$2.41M 1.7% 12