Stonebridge Financial Group’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	$2.05M	Sell	3,615 -364	-9%	-$207K	0.2%	97
2025 Q1	$2.04M	Sell	3,979 -605	-13%	-$311K	0.22%	88
2024 Q4	$2.47M	Buy	+4,584	New	+$2.47M	0.27%	80