TradeWell Securities’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 Q1	$51.1M	Sell	99,423 -1,989	-2%	-$1.02M	28.15%	1
2024 Q4	$54.6M	Buy	+101,412	New	+$54.6M	28.3%	1