Spectrum Planning & Advisory Services’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
2025
Q2
$662K Buy
2025
Q1
$516K Sell
2024
Q4
$811K Sell
2024
Q3
$931K Buy
2024
Q2
$786K Buy
2023
Q4
$520K Hold
2023
Q3
$467K Hold
2023
Q2
$486K Buy
2023
Q1
$332K Buy