Taylor Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$531K Hold
2025
Q2
$493K Hold
2025
Q1
$446K Hold
2024
Q4
$467K Hold
2024
Q3
$458K Hold
2024
Q2
$434K Sell
2024
Q1
$419K Hold
2023
Q4
$381K Buy