Optimist Retirement Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Optimist Retirement Group’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.55M	Hold
2025 Q1	$2.31M	Sell
2024 Q4	$2.75M	Sell
2024 Q3	$2.72M	Sell
2024 Q2	$2.59M	Sell
2024 Q1	$2.55M	Sell
2023 Q4	$2.39M	Buy