Marshall & Sterling Wealth Advisors’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	$60.2K	Buy	108 +2	+2%	+$1.12K	0.04%	142
2025 Q1	$54.5K	Hold	106	–	–	0.04%	144
2024 Q4	$56.9K	Buy	+106	New	+$56.9K	0.04%	119