Mowery & Schoenfeld Wealth Management’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
Q2
$39K Sell
2025
Q1
$67.2K Buy
2024
Q4
$35.6K Hold
2024
Q3
$34.8K Sell
2024
Q2
$154K Hold
2024
Q1
$148K Sell
2023
Q4
$142K Buy