Stevens Capital Partners’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 Q2	$375K	Buy	645 +131	+25%	+$76.2K	0.13%	65
2025 Q1	$264K	Buy	514 +47	+10%	+$24.1K	0.12%	57
2024 Q4	$251K	Buy	467 +2	+0.4%	+$1.08K	0.11%	61
2024 Q3	$245K	Buy	+465	New	+$245K	0.12%	58