Sterling Wealth Management’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
2024
Q4
$507K Buy
941
+5
+0.5% +$2.69K 0.19% 60
2024
Q3
$494K Buy
936
+2
+0.2% +$1.06K 0.18% 61
2024
Q2
$467K Hold
934
0.22% 60
2024
Q1
$449K Buy
934
+2
+0.2% +$961 0.22% 58
2023
Q4
$407K Buy
+932
New +$407K 0.23% 58