ORG Wealth Partners’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	$478K	Sell	841 -43	-5%	-$24.5K	0.11%	118
2025 Q1	$457K	Buy	884 +770	+675%	+$398K	0.14%	120
2024 Q4	$61.4K	Sell	114 -436	-79%	-$235K	0.02%	238
2024 Q3	$290K	Buy	+550	New	+$290K	0.1%	95