NWF Advisory Services’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
$40.7M Buy
71,657
+3,303
+5% +$1.88M 4.85% 1
2025
Q1
$35.1M Buy
68,354
+542
+0.8% +$279K 4.93% 2
2024
Q4
$36.5M Buy
+67,812
New +$36.5M 5.35% 2