Wealth Forward LLC’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
Q2
$816K Hold
2025
Q1
$738K Hold
2024
Q4
$774K Hold
2024
Q3
$758K Hold
2024
Q2
$719K Hold
2024
Q1
$691K Hold
2023
Q4
$628K Buy