OFC Financial Planning’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	$13.9M	Buy	24,395 +754	+3%	+$428K	14.71%	2
2025 Q1	$12.1M	Sell	23,641 -370	-2%	-$190K	13.75%	2
2024 Q4	$12.9M	Buy	+24,011	New	+$12.9M	13.64%	2