Oxford Wealth Group’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
2024
Q4
$213K Buy
396
+10
+3% +$5.39K 0.14% 56
2024
Q3
$204K Buy
+386
New +$204K 0.17% 57
2024
Q2
Sell
-433
Closed -$208K 73
2024
Q1
$208K Buy
+433
New +$208K 0.19% 55