Watts Gwilliam & Co’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 Q1	$1.46M	Buy	2,831 +33	+1%	+$17K	0.32%	68
2024 Q4	$1.51M	Buy	2,798 +205	+8%	+$111K	0.32%	65
2024 Q3	$1.37M	Buy	+2,593	New	+$1.37M	0.3%	69
2024 Q1	$2.56M	Buy	+5,320	New	+$2.56M	0.79%	28