Level 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
$1.44M Sell
2,541
-9
-0.4% -$5.11K 0.84% 18
2025
Q1
$1.31M Buy
2,550
+1
+0% +$514 0.86% 14
2024
Q4
$1.37M Buy
+2,549
New +$1.37M 0.97% 15