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

PBMares Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.5M	Buy
2025 Q2	$1.93M	Sell
2025 Q1	$1.89M	Buy
2024 Q4	$1.7M	Buy
2024 Q3	$1.64M	Buy
2024 Q2	$1.32M	Sell
2024 Q1	$1.28M	Buy
2023 Q4	$671K	Buy
2020 Q1	–	Sell
2019 Q4	$602K	Buy