Strategent Financial’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
$24.9M Buy
43,844
+2,380
+6% +$1.35M 19.43% 1
2025
Q1
$21.3M Buy
41,464
+3,050
+8% +$1.57M 19.29% 1
2024
Q4
$20.7M Buy
+38,414
New +$20.7M 20.56% 1