Strategic Financial Planning’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
$398K Hold
700
0.25% 31
2025
Q1
$360K Hold
700
0.25% 31
2024
Q4
$377K Sell
700
-42
-6% -$22.6K 0.26% 31
2024
Q3
$392K Buy
+742
New +$392K 0.26% 31