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Trademark Financial Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Trademark Financial Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,432
Closed -$3.25M – 90
2023
Q4 		$3.25M Buy
+7,432
New +$3.25M 2.38% 11