Seneca Financial Advisors’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
$233K Buy
409
+3
+0.7% +$1.71K 0.09% 52
2025
Q1
$209K Buy
406
+2
+0.5% +$1.03K 0.1% 50
2024
Q4
$218K Buy
404
+1
+0.2% +$539 0.11% 47
2024
Q3
$213K Hold
403
0.1% 51
2024
Q2
$201K Buy
+403
New +$201K 0.1% 57