Private Wealth Management 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	$319K	Buy	562 +20	+4%	+$11.4K	0.11%	66
2025 Q1	$279K	Buy	542 +53	+11%	+$27.2K	0.1%	66
2024 Q4	$263K	Buy	489 +235	+93%	+$127K	0.1%	69
2024 Q3	$134K	Sell	254 -201	-44%	-$106K	0.05%	90
2024 Q2	$227K	Buy	+455	New	+$227K	0.1%	69