Modern Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Modern Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$43.9M	Sell
2025 Q1	$39.8M	Buy
2024 Q4	$41M	Buy
2024 Q3	$38.4M	Buy
2024 Q2	$36.2M	Sell
2024 Q1	$34.9M	Buy
2023 Q4	$29.6M	Buy