Morton Brown Family Wealth’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
$68.2K Hold
120
0.02% 93
2025
Q1
$61.7K Buy
120
+81
+208% +$41.6K 0.02% 93
2024
Q4
$21K Buy
+39
New +$21K 0.01% 136