Taylor & Morgan Wealth Management’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
$390K Buy
2025
Q2
$358K Sell
2025
Q1
$325K Sell
2024
Q4
$353K Buy
2024
Q3
$318K Sell
2024
Q2
$320K Sell
2024
Q1
$344K Buy
2023
Q4
$244K Buy