Ullmann Wealth Partners Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Ullmann Wealth Partners Group’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$555K	Buy
2025 Q1	$490K	Buy
2024 Q4	$513K	Hold
2024 Q3	$502K	Buy
2024 Q1	–	Sell
2023 Q4	$220K	Buy
2021 Q2	–	Sell
2021 Q1	$417K	Buy