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

Whelan Financial’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$638K	Sell
2025 Q2	$705K	Buy
2025 Q1	$360K	Sell
2024 Q4	$430K	Buy
2024 Q3	$416K	Sell
2024 Q2	$415K	Sell
2024 Q1	$447K	Buy
2023 Q4	$380K	Buy
2023 Q3	$211K	Buy