SwitchPoint 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	$957K	Buy	1,684 +13	+0.8%	+$7.38K	0.78%	29
2025 Q1	$859K	Hold	1,671	–	–	0.81%	27
2024 Q4	$900K	Buy	+1,671	New	+$900K	0.86%	26