Lord & Richards 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
Sell
-78
Closed -$40.1K 164
2025
Q1
$40.1K Buy
+78
New +$40.1K 0.05% 91