Searcy Financial Services’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
$7.26M Buy
12,790
+280
+2% +$159K 2.95% 14
2025
Q1
$6.43M Buy
12,510
+889
+8% +$457K 2.78% 14
2024
Q4
$6.26M Sell
11,621
-14
-0.1% -$7.54K 2.89% 13
2024
Q3
$6.14M Buy
11,635
+463
+4% +$244K 2.88% 13
2024
Q2
$5.59M Buy
11,172
+148
+1% +$74K 2.79% 13
2024
Q1
$5.3M Buy
+11,024
New +$5.3M 2.7% 13