Leeward Financial Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$348K Buy
2025
Q1
$218K Sell
2024
Q4
$498K Hold
2024
Q3
$487K Buy
2024
Q2
Sell
2024
Q1
$430K Hold
2023
Q4
$390K Sell
2023
Q3
$353K Buy
2023
Q2
$287K Sell
2023
Q1
$339K Buy
2022
Q4
$269K Buy