Shade Tree Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.96M Buy
3,451
+313
+10% +$178K 1.71% 6
2025
Q1
$1.61M Sell
3,138
-1,199
-28% -$616K 1.6% 7
2024
Q4
$2.34M Buy
+4,337
New +$2.34M 2.36% 6