Partners 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
$1.34M Hold
2,588
1.52% 17
2025
Q1
$1.33M Buy
2,588
+50
+2% +$25.7K 1.51% 17
2024
Q4
$1.37M Buy
+2,538
New +$1.37M 1.56% 17