Milestone Asset Management Group’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	$5.66M	Buy	9,959 +654	+7%	+$371K	4.19%	3
2025 Q1	$4.78M	Buy	9,305 +869	+10%	+$447K	4.32%	2
2024 Q4	$4.55M	Buy	+8,436	New	+$4.55M	4.06%	3