Retirement Planning Group (New York)’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	$658K	Buy	1,154 +116	+11%	+$66.1K	0.58%	34
2025 Q1	$534K	Buy	1,038 +64	+7%	+$32.9K	0.54%	38
2024 Q4	$525K	Buy	+974	New	+$525K	0.58%	33