Palacios Wealth Management’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
$653K Buy
1,150
+102
+10% +$57.9K 0.54% 33
2025
Q1
$538K Sell
1,048
-27
-3% -$13.9K 0.4% 34
2024
Q4
$585K Buy
+1,075
New +$585K 0.63% 31