Vested Financial Planning’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
$14.1M Buy
24,773
+2,614
+12% +$1.48M 12.52% 3
2025
Q1
$11.4M Buy
22,159
+310
+1% +$159K 11.38% 3
2024
Q4
$11.8M Buy
+21,849
New +$11.8M 11.15% 3