Payne Capital Management, LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$648K Buy
2025
Q2
$563K Buy
2025
Q1
$506K Sell
2024
Q4
$600K Buy