Advocate Group’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
2024 Q3	–	Sell	-463	Closed	-$232K	–	125
2024 Q2	$232K	Hold	463	–	–	0.05%	110
2024 Q1	$223K	Buy	463 +1	+0.2%	+$481	0.04%	111
2023 Q4	$202K	Buy	+462	New	+$202K	0.04%	114