Sunbeam Capital Management’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	$11.5M	Buy	20,225 +2,485	+14%	+$1.42M	8.73%	2
2025 Q1	$9.12M	Buy	17,740 +2,724	+18%	+$1.4M	8.68%	2
2024 Q4	$8.09M	Buy	+15,016	New	+$8.09M	7.51%	2