Stage Harbor Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Stage Harbor Financial’s Portfolio VOO Stock Details VOO Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$870K	Buy
2025 Q2	$297K	Sell
2025 Q1	$1.1M	Hold
2024 Q4	$1.16M	Buy
2024 Q3	$1.09M	Sell
2024 Q2	$4.45M	Buy
2024 Q1	$3.42M	Sell
2023 Q4	$3.12M	Buy