Vista Investment Partners II’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
$5.76M Sell
10,140
-816
-7% -$463K 2.78% 4
2025
Q1
$5.63M Sell
10,956
-34
-0.3% -$17.5K 3.11% 3
2024
Q4
$5.92M Buy
+10,990
New +$5.92M 3.5% 2