Lynx Investment Advisory’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
$1.11M Hold
1,949
0.72% 34
2025
Q1
$1M Buy
1,949
+87
+5% +$44.7K 0.67% 36
2024
Q4
$1M Sell
1,862
-110
-6% -$59.3K 0.68% 32
2024
Q3
$1.04M Buy
1,972
+822
+71% +$434K 0.75% 31
2024
Q2
$575K Buy
+1,150
New +$575K 0.43% 47