Urban Financial Advisory Corp’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$652K Buy
1,147
+372
+48% +$211K 0.33% 15
2025
Q1
$398K Buy
775
+678
+699% +$349K 0.22% 21
2024
Q4
$52.1K Buy
97
+1
+1% +$537 0.03% 41
2024
Q3
$50.7K Buy
+96
New +$50.7K 0.03% 40