Roger Wittlin Investment Advisory’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	$1.71M	Sell	3,005 -329	-10%	-$187K	0.95%	20
2025 Q1	$1.71M	Buy	3,334 +143	+4%	+$73.5K	1%	19
2024 Q4	$1.72M	Buy	3,191 +150	+5%	+$80.8K	0.96%	19
2024 Q3	$1.6M	Buy	+3,041	New	+$1.6M	0.92%	21