SoundView 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
$60.3M Buy
106,117
+5,578
+6% +$3.17M 22.21% 1
2025
Q1
$51.7M Buy
100,539
+4,084
+4% +$2.1M 21.32% 1
2024
Q4
$52M Buy
+96,455
New +$52M 21.43% 1