Catalyst Financial Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$586K	Sell	1,032 -67	-6%	-$38.1K	0.06%	146
2025 Q1	$565K	Buy	1,099 +103	+10%	+$52.9K	0.1%	133
2024 Q4	$537K	Buy	996 +594	+148%	+$320K	0.1%	129
2024 Q3	$212K	Buy	+402	New	+$212K	0.04%	259