Poinciana Advisors Group’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
$331K Sell
583
-366
-39% -$208K 0.3% 65
2025
Q1
$488K Buy
949
+349
+58% +$179K 0.51% 29
2024
Q4
$323K Buy
+600
New +$323K 0.33% 51