Michels Family Financial’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
$2.38M Sell
4,189
-79
-2% -$44.9K 2.03% 11
2025
Q1
$2.19M Buy
4,268
+56
+1% +$28.8K 1.98% 11
2024
Q4
$2.27M Buy
+4,212
New +$2.27M 2.08% 10