Penney Financial’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
$524K Buy
923
+52
+6% +$29.5K 0.27% 28
2025
Q1
$448K Buy
871
+306
+54% +$157K 0.29% 25
2024
Q4
$305K Buy
565
+156
+38% +$84.1K 0.2% 31
2024
Q3
$216K Buy
+409
New +$216K 0.15% 35