PWM
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PTM Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

PTM Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.11M Buy
3,663
+109
+3% +$62.7K 1.39% 11
2025
Q1 		$1.62M Buy
+3,554
New +$1.62M 1.71% 10