Willner & Heller’s Vanguard S&P 500 ETF VOO Stock Holding History

Willner & Heller’s Portfolio VOO Stock Details VOO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$379K	Sell
2025 Q2	$368K	Sell
2025 Q1	$354K	Buy
2024 Q4	$357K	Buy
2024 Q3	$289K	Buy
2024 Q2	$205K	Buy