VSM Wealth Advisory’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
$3.87M Buy
6,812
+573
+9% +$325K 1.28% 19
2025
Q1
$3.21M Buy
6,239
+1
+0% +$514 1.15% 22
2024
Q4
$3.36M Buy
+6,238
New +$3.36M 1.2% 21