Vertex Planning Partners’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
$244K Sell
429
-134
-24% -$76.2K 0.05% 167
2025
Q1
$290K Buy
+563
New +$290K 0.06% 146