LifeWealth Investments’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
$2.36M Sell
4,154
-2,312
-36% -$1.31M 0.77% 33
2025
Q1
$3.32M Buy
6,466
+4,466
+223% +$2.3M 1.36% 21
2024
Q4
$1.08M Buy
+2,000
New +$1.08M 0.71% 42