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One Charles Private Wealth Services’s Vanguard S&P 500 ETF VOO Stock Holding History

One Charles Private Wealth Services’s Portfolio VOO Stock Details VOO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$895K Buy
1,575
+50
+3% +$28.4K 0.25% 61
2025
Q1 		$784K Buy
1,525
+458
+43% +$235K 0.25% 56
2024
Q4 		$575K Buy
+1,067
New +$575K 0.19% 69