Liberty Square Wealth Partners’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
$44.2M Buy
77,833
+2,644
+4% +$1.5M 15.27% 1
2025
Q1
$38.6M Buy
75,189
+1,846
+3% +$949K 14.74% 1
2024
Q4
$41.1M Buy
+73,343
New +$41.1M 15% 1