Millstone Evans 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
$1.07M Sell
1,880
-443
-19% -$252K 0.73% 25
2025
Q1
$1.19M Sell
2,323
-14
-0.6% -$7.2K 0.81% 23
2024
Q4
$1.26M Buy
+2,337
New +$1.26M 0.86% 23