Riverbend 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
$321K Sell
566
-116
-17% -$65.9K 0.24% 100
2025
Q1
$350K Buy
682
+196
+40% +$101K 0.31% 85
2024
Q4
$262K Buy
+486
New +$262K 0.23% 98