PlanWiser 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	$227K	Sell	388 -55	-12%	-$32.2K	0.19%	44
2025 Q1	$228K	Buy	+443	New	+$228K	0.21%	45