Beck Capital Management’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	$533K	Sell	891 -594	-40%	-$371K	0.12%	91
2025 Q4	$931K	Sell	1,485 -474	-24%	-$295K	0.22%	81
2025 Q3	$1.2M	Sell	1,959 -92	-4%	-$54.2K	0.28%	76
2025 Q2	$1.17M	Buy	2,051 +54	+3%	+$28.4K	0.29%	75
2025 Q1	$1.03M	Sell	1,997 -48	-2%	-$25.9K	0.3%	76
2024 Q4	$1.1M	Sell	2,045 -189	-8%	-$102K	0.29%	74
2024 Q3	$1.18M	Buy	2,234 +196	+10%	+$99.6K	0.31%	85
2024 Q2	$1.02M	Sell	2,038 -105	-5%	-$50.5K	0.28%	84
2024 Q1	$1.03M	Sell	2,143 -248	-10%	-$114K	0.3%	88
2023 Q4	$1.04M	Buy	+2,391	New	+$979K	0.36%	84
2020 Q3	–	Sell	-23,370	Closed	-$6.62M	–	87
2020 Q2	$6.62M	Sell	23,370 -4,773	-17%	-$1.28M	3.36%	5
2020 Q1	$6.67M	Buy	+28,143	New	+$7.89M	6.09%	4
2015 Q1	–	Sell	-1,347	Closed	-$254K	–	152
2014 Q4	$254K	Buy	+1,347	New	+$248K	0.15%	124