Wallace Advisory Group’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
Sell
-1,565
Closed -$843K 196
2025
Q1
$843K Buy
+1,565
New +$843K 0.58% 44