Rialto Wealth Management’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
$22.1M Sell
38,823
-106
-0.3% -$60.2K 6.16% 2
2025
Q1
$20M Sell
38,929
-70
-0.2% -$36K 6.28% 2
2024
Q4
$21M Buy
+38,999
New +$21M 6.94% 1