Uptown Financial Advisors’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
$449K Sell
2025
Q2
$425K Hold
2025
Q1
$384K Sell
2024
Q4
$406K Buy