Boyd Wealth 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	$50.1M	Buy	83,846 +2,214	+3%	+$1.38M	21.18%	1
2025 Q4	$51.2M	Sell	81,632 -731	-0.9%	-$454K	21.71%	1
2025 Q3	$50.4M	Buy	82,363 +277	+0.3%	+$163K	21.72%	1
2025 Q2	$46.6M	Buy	82,086 +22,688	+38%	+$11.9M	20.19%	1
2025 Q1	$30.5M	Sell	59,398 -20,590	-26%	-$11.1M	15.21%	2
2024 Q4	$43.1M	Sell	79,988 -4,867	-6%	-$2.64M	21.25%	1
2024 Q3	$44.8M	Buy	84,855 +1,304	+2%	+$663K	22.68%	1
2024 Q2	$41.8M	Buy	83,551 +1,575	+2%	+$758K	23.06%	1
2024 Q1	$39.4M	Buy	81,976 +17,073	+26%	+$7.81M	22.51%	1
2023 Q4	$28.3M	Buy	64,903 +15,516	+31%	+$6.35M	17.63%	1
2023 Q3	$19.4M	Buy	49,387 +6,921	+16%	+$2.83M	13.03%	2
2023 Q2	$17.3M	Buy	42,466 +678	+2%	+$262K	10.51%	2
2023 Q1	$15.7M	Buy	41,788 +10,120	+32%	+$3.71M	10.91%	3
2022 Q4	$11.1M	Sell	31,668 -2,949	-9%	-$1.04M	8.17%	5
2022 Q3	$11.4M	Buy	34,617 +3,142	+10%	+$1.15M	9.09%	3
2022 Q2	$10.9M	Sell	31,475 -6,234	-17%	-$2.35M	8.92%	3
2022 Q1	$15.7M	Sell	37,709 -10,156	-21%	-$4.16M	11.71%	3
2021 Q4	$20.9M	Buy	+47,865	New	+$20.2M	15.17%	1