Vestia Personal Wealth Advisors’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	$4.84M	Buy	8,524 +756	+10%	+$429K	3.32%	9
2025 Q1	$3.99M	Buy	7,768 +438	+6%	+$225K	3.16%	10
2024 Q4	$3.95M	Buy	7,330 +860	+13%	+$463K	3.25%	9
2024 Q3	$3.41M	Buy	6,470 +756	+13%	+$399K	3.22%	8
2024 Q2	$2.86M	Buy	+5,714	New	+$2.86M	3.05%	8