Sage Investment Counsel’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
$991K Buy
1,745
+120
+7% +$68.2K 1.15% 26
2025
Q1
$835K Sell
1,625
-125
-7% -$64.3K 1.06% 28
2024
Q4
$943K Buy
+1,750
New +$943K 1.23% 18