Stonehaven Wealth & Tax Solutions’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	-1,005	Closed	-$542K	–	90
2024 Q4	$542K	Buy	+1,005	New	+$542K	0.59%	45