WJ 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
$229K Sell
404
-60
-13% -$34.1K 0.07% 91
2025
Q1
$238K Sell
464
-128
-22% -$65.8K 0.08% 75
2024
Q4
$319K Sell
592
-40
-6% -$21.6K 0.11% 68
2024
Q3
$333K Buy
+632
New +$333K 0.12% 64