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LWM Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

LWM Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$228K Hold
402
– – 0.22% 28
2025
Q1 		$209K Buy
402
+16
+4% +$8.3K 0.21% 27
2024
Q4 		$208K Buy
+386
New +$208K 0.21% 25