Omni 360 Wealth’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
$322K Buy
567
+2
+0.4% +$1.14K 0.16% 131
2025
Q1
$290K Buy
565
+63
+13% +$32.4K 0.17% 108
2024
Q4
$270K Hold
502
0.17% 103
2024
Q3
$265K Hold
502
0.17% 105
2024
Q2
$251K Buy
+502
New +$251K 0.19% 98