Clear Creek Financial 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	$7.86M	Sell	13,157 -2,000	-13%	-$1.25M	0.6%	38
2025 Q4	$9.51M	Buy	15,157 +2,897	+24%	+$1.8M	0.78%	23
2025 Q3	$7.51M	Buy	12,260 +2,056	+20%	+$1.21M	0.65%	30
2025 Q2	$5.8M	Buy	10,204 +2,761	+37%	+$1.45M	0.55%	36
2025 Q1	$3.83M	Sell	7,443 -140	-2%	-$75.7K	0.4%	52
2024 Q4	$4.09M	Sell	7,583 -497	-6%	-$269K	0.44%	46
2024 Q3	$4.27M	Sell	8,080 -72	-0.9%	-$36.6K	0.48%	44
2024 Q2	$4.08M	Sell	8,152 -9	-0.1%	-$4.33K	0.49%	41
2024 Q1	$3.92M	Buy	8,161 +760	+10%	+$348K	0.5%	40
2023 Q4	$3.23M	Sell	7,401 -601	-8%	-$246K	0.51%	38
2023 Q3	$3.15M	Buy	8,002 +782	+11%	+$320K	0.55%	38
2023 Q2	$2.94M	Buy	7,220 +322	+5%	+$124K	0.51%	49
2023 Q1	$2.59M	Buy	6,898 +957	+16%	+$351K	0.49%	48
2022 Q4	$2.09M	Sell	5,941 -234	-4%	-$82.7K	0.46%	53
2022 Q3	$2.03M	Sell	6,175 -281	-4%	-$103K	0.45%	52
2022 Q2	$2.24M	Sell	6,456 -79	-1%	-$29.8K	0.47%	49
2022 Q1	$2.71M	Sell	6,535 -244	-4%	-$99.9K	0.43%	62
2021 Q4	$2.96M	Sell	6,779 -17	-0.3%	-$7.18K	0.45%	54
2021 Q3	$2.68M	Buy	6,796 +341	+5%	+$138K	0.43%	66
2021 Q2	$2.54M	Buy	+6,455	New	+$2.48M	0.39%	78
2021 Q1	–	Sell	-13,725	Closed	-$4.72M	–	256
2020 Q4	$4.72M	Sell	13,725 -626,246	-98%	-$204M	0.91%	29
2020 Q3	$197M	Buy	639,971 +625,463	+4,311%	+$191M	8.93%	3
2020 Q2	$4.13M	Buy	14,508 +9,702	+202%	+$2.61M	1.07%	23
2020 Q1	$1.24M	Sell	4,806 -63	-1%	-$17.7K	0.47%	35
2019 Q4	$1.47M	Buy	4,869 +808	+20%	+$229K	0.58%	29
2019 Q3	$1.15M	Sell	4,061 -1,147	-22%	-$311K	0.56%	30
2019 Q2	$1.41M	Buy	+5,208	New	+$1.38M	0.6%	28