Lauer Wealth’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
2023
Q3
Sell
-6,739
Closed -$2.8M 45
2023
Q2
$2.8M Hold
6,739
2.9% 11
2023
Q1
$2.55M Buy
+6,739
New +$2.55M 3.19% 10