SFSG

Sound Financial Strategies Group’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	–	Sell	-13	Closed	-$6.68K	–	103
2025 Q1	$6.68K	Hold	13	–	–	0.01%	99
2024 Q4	$7.01K	Hold	13	–	–	0.01%	90
2024 Q3	$6.86K	Hold	13	–	–	0.01%	90
2024 Q2	$6.5K	Buy	+13	New	+$6.5K	0.01%	89