SC&H Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$433K Sell
2025
Q1
$499K Buy
2024
Q4
$306K Buy
2024
Q3
$272K Sell
2024
Q2
$280K Buy
2024
Q1
$214K Buy