Oak Wealth Advisors’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	$745K	Buy	1,312 +441	+51%	+$251K	0.48%	30
2025 Q1	$448K	Buy	871 +75	+9%	+$38.5K	0.33%	37
2024 Q4	$429K	Buy	+796	New	+$429K	0.33%	38