Lee-Kelleher 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	$3.26M	Sell	5,737 -250	-4%	-$142K	2.17%	12
2025 Q1	$3.08M	Sell	5,987 -26	-0.4%	-$13.4K	2.26%	12
2024 Q4	$3.24M	Buy	+6,013	New	+$3.24M	2.31%	12