Aquire 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	$939K	Buy	1,571 +14	+0.9%	+$8.76K	0.25%	24
2025 Q4	$976K	Buy	1,557 +218	+16%	+$135K	0.25%	24
2025 Q3	$820K	Sell	1,339 -6	-0.4%	-$3.54K	0.2%	27
2025 Q2	$764K	Buy	1,345 +149	+12%	+$78.3K	0.21%	26
2025 Q1	$615K	Buy	1,196 +1	+0.1%	+$541	0.19%	29
2024 Q4	$644K	Sell	1,195 -7	-0.6%	-$3.79K	0.2%	29
2024 Q3	$634K	Buy	1,202 +5	+0.4%	+$2.54K	0.2%	28
2024 Q2	$599K	Buy	1,197 +11	+0.9%	+$5.29K	0.2%	29
2024 Q1	$570K	Buy	1,186 +91	+8%	+$41.6K	0.2%	31
2023 Q4	$478K	Buy	1,095 +53	+5%	+$21.7K	0.18%	31
2023 Q3	$409K	Buy	1,042 +42	+4%	+$17.2K	0.17%	31
2023 Q2	$407K	Buy	+1,000	New	+$386K	0.16%	31
2022 Q1	–	Sell	-105	Closed	-$46K	–	244
2021 Q4	$46K	Buy	+105	New	+$44.3K	0.02%	96