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Uptown Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Uptown Financial 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 		$425K Hold
748
– – 0.36% 38
2025
Q1 		$384K Sell
748
-6
-0.8% -$3.08K 0.39% 36
2024
Q4 		$406K Buy
+754
New +$406K 0.44% 35