Optima Capital’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	$1.01M	Buy	1,776 +51	+3%	+$28.9K	0.54%	55
2025 Q1	$884K	Sell	1,725 -86	-5%	-$44.1K	0.56%	51
2024 Q4	$973K	Buy	+1,811	New	+$973K	0.67%	45