RFG - Bristol Wealth Advisors’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
$387K Hold
682
0.12% 123
2025
Q1
$350K Sell
682
-48
-7% -$24.7K 0.12% 125
2024
Q4
$394K Buy
+730
New +$394K 0.13% 111