Source Financial Advisors’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
2024
Q3
$616K Hold
2024
Q2
$584K Hold
2024
Q1
$561K Hold
2023
Q4
$510K Sell
2023
Q3
$1.61M Buy