Aaron Wealth Advisors’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
2026 Q1	$4.73M	Sell	7,919 -325	-4%	-$203K	0.27%	43
2025 Q4	$5.17M	Sell	8,244 -210	-2%	-$131K	0.28%	41
2025 Q3	$5.18M	Sell	8,454 -329	-4%	-$194K	0.31%	40
2025 Q2	$4.99M	Sell	8,783 -354	-4%	-$186K	0.51%	31
2025 Q1	$4.7M	Sell	9,137 -243	-3%	-$131K	0.54%	30
2024 Q4	$5.05M	Buy	9,380 +1,127	+14%	+$610K	0.59%	29
2024 Q3	$4.35M	Sell	8,253 -197	-2%	-$100K	0.52%	29
2024 Q2	$4.23M	Buy	8,450 +4,486	+113%	+$2.16M	0.59%	26
2024 Q1	$1.91M	Sell	3,964 -47	-1%	-$21.5K	0.27%	53
2023 Q4	$1.75M	Buy	4,011 +10	+0.2%	+$4.09K	0.29%	49
2023 Q3	$1.57M	Hold	4,001	–	–	0.2%	70
2023 Q2	$1.63M	Hold	4,001	–	–	0.21%	71
2023 Q1	$1.5M	Hold	4,001	–	–	0.21%	75
2022 Q4	$1.41M	Buy	+4,001	New	+$1.41M	0.21%	78
2022 Q3	–	Sell	-15,583	Closed	-$5.41M	–	242
2022 Q2	$5.41M	Sell	15,583 -6,344,406	-100%	-$2.39B	1.36%	17
2022 Q1	$15.3M	Buy	+6,359,989	New	+$2.6B	0.21%	53