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Whipplewood Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Whipplewood Advisors’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$269K Sell
474
-92
-16% -$52.3K 0.15% 135
2025
Q1 		$203K Buy
566
+216
+62% +$77.5K 0.12% 156
2024
Q4 		$189K Buy
+350
New +$189K 0.11% 166