SageOak Financial’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	$703K	Hold	1,238	–	–	0.56%	20
2025 Q1	$636K	Sell	1,238 -36	-3%	-$18.5K	0.56%	17
2024 Q4	$686K	Buy	+1,274	New	+$686K	0.63%	26