Petix & Botte 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
2024
Q2
Sell
-505
Closed -$243K 165
2024
Q1
$243K Sell
505
-505
-50% -$243K 0.06% 120
2023
Q4
$441K Hold
1,010
0.13% 76
2023
Q3
$397K Hold
1,010
0.13% 77
2023
Q2
$411K Buy
+1,010
New +$411K 0.13% 76