Warner Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.57M Buy
2025
Q2
$6.76M Sell
2025
Q1
$6.43M Sell
2024
Q4
$6.96M Buy
2024
Q3
$6.77M Buy
2024
Q2
$6.18M Buy
2024
Q1
$5.58M Buy
2023
Q4
$4.44M Buy
2023
Q3
$3.69M Buy
2023
Q2
$3.43M Buy
2023
Q1
$3.11M Buy
2022
Q4
$2.82M Buy
2022
Q3
$2.58M Buy
2022
Q2
$2.61M Buy
2022
Q1
$3.05M Buy
2021
Q4
$3.08M Buy