WealthPlan Investment Management’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	$1.25M	Buy	+2,205	New	+$1.25M	0.09%	168
2023 Q1	–	Sell	-1,510	Closed	-$573K	–	577
2022 Q4	$573K	Sell	1,510 -565	-27%	-$214K	0.04%	238
2022 Q3	$750K	Buy	+2,075	New	+$750K	0.05%	189
2022 Q1	$823K	Buy	+2,173	New	+$823K	0.06%	192