Bernardo Wealth Planning’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	$1.35M	Buy	2,267 +75	+3%	+$46.9K	0.27%	44
2025 Q4	$1.37M	Hold	2,192	–	–	0.26%	47
2025 Q3	$1.34M	Buy	2,192 +8	+0.4%	+$4.72K	0.26%	45
2025 Q2	$1.24M	Hold	2,184	–	–	0.27%	44
2025 Q1	$1.12M	Buy	2,184 +6	+0.3%	+$3.24K	0.27%	40
2024 Q4	$1.16M	Buy	2,178 +23	+1%	+$12.5K	0.28%	42
2024 Q3	$1.15M	Buy	2,155 +3	+0.1%	+$1.52K	0.28%	40
2024 Q2	$1.08M	Hold	2,152	–	–	0.29%	40
2024 Q1	$1.03M	Sell	2,152 -86	-4%	-$39.4K	0.29%	43
2023 Q4	$978K	Buy	2,238 +391	+21%	+$160K	0.31%	41
2023 Q3	$725K	Sell	1,847 -20	-1%	-$8.18K	0.29%	41
2023 Q2	$761K	Buy	1,867 +20	+1%	+$7.72K	0.3%	43
2023 Q1	$695K	Sell	1,847 -356	-16%	-$131K	0.3%	43
2022 Q4	$774K	Buy	2,203 +28	+1%	+$9.89K	0.36%	38
2022 Q3	$748K	Hold	2,175	–	–	0.42%	36
2022 Q2	$754K	Buy	2,175 +1,619	+291%	+$610K	0.43%	37
2022 Q1	$230K	Hold	556	–	–	0.11%	78
2021 Q4	$242K	Buy	+556	New	+$235K	0.12%	72
2021 Q1	–	Sell	-3,690	Closed	-$1.27M	–	154
2020 Q4	$1.27M	Hold	3,690	–	–	0.49%	36
2020 Q3	$1.14M	Buy	+3,690	New	+$1.12M	0.51%	38