MW
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Milestone Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Milestone Wealth’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$189K Hold
575
– – 0.21% 50
2022
Q2 		$199K Hold
575
– – 0.21% 50
2022
Q1 		$251K Hold
575
– – 0.2% 55
2021
Q4 		$251K Buy
+575
New +$251K 0.2% 55