Symphony Financial Services’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	$313K	Hold	550	–	–	0.19%	58
2025 Q1	$283K	Buy	550 +65	+13%	+$33.4K	0.18%	60
2024 Q4	$265K	Sell	485 -1,890	-80%	-$1.03M	0.21%	61
2024 Q3	$290K	Buy	+2,375	New	+$290K	0.25%	59