Old North State 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
Q3
$1.79M Buy
2025
Q2
$1.65M Buy
2025
Q1
$554K Sell
2024
Q4
$600K Buy
2024
Q3
$508K Buy
2024
Q2
$468K Hold
2024
Q1
$449K Buy
2023
Q4
$394K Buy