Panoramic Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.7M Sell
2025
Q1
$2.61M Sell
2024
Q4
$2.93M Sell
2024
Q3
$3.09M Buy
2024
Q1
$3.76M Buy
2023
Q4
$3.37M Sell
2023
Q3
$3.12M Buy
2022
Q4
$2.87M Buy