Arkadios Wealth Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$247K	Sell	1,211 -650	-35%	-$136K	﹤0.01%	1466
2025 Q4	$381K	Sell	1,861 -221	-11%	-$44.8K	0.01%	1144
2025 Q3	$415K	Sell	2,082 -18	-0.9%	-$3.49K	0.01%	1016
2025 Q2	$396K	Buy	2,100 +234	+13%	+$42.1K	0.01%	945
2025 Q1	$344K	Sell	1,866 -236	-11%	-$44.2K	0.01%	853
2024 Q4	$388K	Buy	2,102 +762	+57%	+$146K	0.02%	639
2024 Q3	$256K	Buy	1,340 +4	+0.3%	+$734	0.01%	769
2024 Q2	$235K	Sell	1,336 -457	-25%	-$80.6K	0.02%	717
2024 Q1	$324K	Sell	1,793 -197	-10%	-$33.9K	0.03%	515
2023 Q4	$334K	Buy	1,990 +134	+7%	+$20.8K	0.03%	482
2023 Q3	$276K	Buy	+1,856	New	+$290K	0.03%	515