Squire Investment Management Company’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
Q1
Sell
-1,055
Closed -$569K 70
2024
Q4
$569K Buy
1,055
+39
+4% +$21K 0.25% 47
2024
Q3
$536K Buy
1,016
+543
+115% +$286K 0.25% 45
2024
Q2
$237K Buy
+473
New +$237K 0.13% 54