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UP Strategic Wealth Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

UP Strategic Wealth Investment Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.17M Hold
2,054
– – 0.91% 18
2025
Q1 		$1.06M Hold
2,054
– – 0.94% 18
2024
Q4 		$1.11M Hold
2,054
– – 1.11% 18
2024
Q3 		$1.08M Buy
+2,054
New +$1.08M 1.21% 15