McCarter Private Wealth Services’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	$1.9M	Sell	3,336 -18	-0.5%	-$10.2K	1.08%	30
2025 Q1	$1.72M	Sell	3,354 -126	-4%	-$64.8K	1.13%	28
2024 Q4	$1.88M	Buy	3,480 +820	+31%	+$442K	1.19%	27
2024 Q3	$1.4M	Buy	+2,660	New	+$1.4M	0.89%	33