Quantum Financial Planning Services’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
$376K Hold
662
0.18% 26
2025
Q1
$340K Sell
662
-52
-7% -$26.7K 0.19% 25
2024
Q4
$385K Buy
+714
New +$385K 0.21% 23