Whalen Wealth 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	$796K	Buy	1,401 +121	+9%	+$68.7K	0.5%	59
2025 Q1	$658K	Sell	1,280 -1,103	-46%	-$567K	0.44%	45
2024 Q4	$1.28M	Sell	2,383 -232	-9%	-$125K	0.89%	20
2024 Q3	$1.38M	Buy	+2,615	New	+$1.38M	0.98%	22