Morris Financial Concepts’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	$1.73M	Buy	3,048 +2,944	+2,831%	+$1.67M	0.69%	26
2025 Q1	$53.4K	Hold	104	–	–	0.02%	153
2024 Q4	$56K	Hold	104	–	–	0.02%	143
2024 Q3	$54.9K	Buy	+104	New	+$54.9K	0.02%	148