Tobias Financial Advisors’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
Q2
$309K Buy
2025
Q1
$237K Buy
2024
Q4
Sell
2024
Q3
$226K Sell
2024
Q2
$215K Buy
2024
Q1
$205K Buy
2022
Q1
Sell
2021
Q4
$6.56M Buy