Rockline 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	$210K	Buy	+369	New	+$210K	0.05%	94
2025 Q1	–	Sell	-381	Closed	-$205K	–	102
2024 Q4	$205K	Sell	381 -17	-4%	-$9.16K	0.05%	99
2024 Q3	$210K	Buy	+398	New	+$210K	0.06%	98