Moller Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$329K Hold
2025
Q2
$306K Hold
2025
Q1
$276K Hold
2024
Q4
$290K Hold
2024
Q3
$284K Hold
2024
Q2
$269K Hold
2024
Q1
$259K Hold
2023
Q4
$235K Buy