Twelve Points 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
$249K Sell
2025
Q2
$238K Buy
2025
Q1
$208K Sell
2024
Q4
$343K Buy
2024
Q3
$267K Sell
2024
Q2
$362K Buy
2024
Q1
$213K Buy