Lantern Wealth Advisors’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
$283K Buy
+499
New +$283K 0.17% 117
2024
Q4
$257K Buy
477
+3
+0.6% +$1.62K 0.17% 110
2024
Q3
$250K Buy
474
+1
+0.2% +$528 0.17% 111
2024
Q2
$236K Hold
473
0.17% 111
2024
Q1
$227K Buy
+473
New +$227K 0.16% 116