QTR Family 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
$4.86M Buy
8,551
+3,122
+58% +$1.77M 3.01% 6
2025
Q1
$2.79M Buy
+5,429
New +$2.79M 2.1% 7