M.E. Allison & Co’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
$1.46M Buy
2,576
+1,485
+136% +$844K 1.18% 23
2025
Q1
$561K Buy
1,091
+31
+3% +$15.9K 0.55% 53
2024
Q4
$572K Buy
+1,060
New +$572K 0.63% 43