Base Wealth Management LLC’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	$18.7M	Sell	32,903 -6,070	-16%	-$3.45M	11.98%	1
2025 Q1	$20M	Buy	+38,973	New	+$20M	15.26%	1