Bragg Financial 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	$2.27M	Buy	3,793 +220	+6%	+$138K	0.07%	178
2025 Q4	$2.24M	Buy	3,573 +41	+1%	+$25.5K	0.07%	176
2025 Q3	$2.16M	Hold	3,532	–	–	0.07%	180
2025 Q2	$2.01M	Sell	3,532 -15	-0.4%	-$7.88K	0.07%	187
2025 Q1	$1.82M	Buy	3,547 +955	+37%	+$516K	0.08%	180
2024 Q4	$1.4M	Sell	2,592 -75	-3%	-$40.6K	0.06%	189
2024 Q3	$1.41M	Buy	2,667 +47	+2%	+$23.9K	0.06%	193
2024 Q2	$1.31M	Sell	2,620 -25	-0.9%	-$12K	0.06%	192
2024 Q1	$1.27M	Sell	2,645 -1	-0%	-$458	0.06%	192
2023 Q4	$1.16M	Buy	2,646 +14	+0.5%	+$5.73K	0.06%	193
2023 Q3	$1.03M	Buy	2,632 +2,098	+393%	+$858K	0.05%	197
2023 Q2	$217K	Sell	534 -1	-0.2%	-$386	0.01%	313
2023 Q1	$201K	Buy	+535	New	+$196K	0.01%	312
2022 Q2	–	Sell	-900	Closed	-$374K	–	316
2022 Q1	$374K	Buy	900 +81	+10%	+$33.2K	0.02%	268
2021 Q4	$323K	Hold	819	–	–	0.02%	265
2021 Q3	$323K	Sell	819 -48	-6%	-$19.5K	0.02%	265
2021 Q2	$341K	Sell	867 -72	-8%	-$27.6K	0.02%	265
2021 Q1	$342K	Sell	939 -14	-1%	-$4.96K	0.02%	248
2020 Q4	$328K	Buy	953 +1	+0.1%	+$326	0.03%	234
2020 Q3	$293K	Sell	952 -96	-9%	-$29.2K	0.03%	228
2020 Q2	$297K	Buy	1,048 +52	+5%	+$14K	0.03%	226
2020 Q1	$236K	Sell	996 -15	-1%	-$4.2K	0.03%	229
2019 Q4	$299K	Hold	1,011	–	–	0.03%	237
2019 Q3	$276K	Sell	1,011 -2,709	-73%	-$735K	0.03%	244
2019 Q2	$1M	Buy	3,720 +200	+6%	+$52.9K	0.12%	160
2019 Q1	$914K	Sell	3,520 -4,300	-55%	-$1.07M	0.12%	162
2018 Q4	$1.8M	Buy	+7,820	New	+$1.94M	0.27%	124