PWM
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Pacific Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Pacific Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$295K Hold
520
– – 0.15% 20
2025
Q1 		$267K Sell
520
-29
-5% -$14.9K 0.15% 15
2024
Q4 		$296K Buy
+549
New +$296K 0.16% 15