Potentia Wealth’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
$573K Buy
1,008
+126
+14% +$71.6K 0.33% 38
2025
Q1
$453K Hold
882
0.21% 59
2024
Q4
$475K Buy
+882
New +$475K 0.21% 60