SIMA Wealth Partners’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
2026
Q1
$58.8K Sell
2025
Q4
$68K Sell
2025
Q3
$77.4K Sell
2025
Q2
$72.3K Sell
2025
Q1
$72.6K Buy
2024
Q4
$74K Buy
2024
Q3
$29.1K Buy
2024
Q2
$27.1K Buy