Clearview Wealth 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
2025 Q4	$1.95M	Sell	3,109 -79	-2%	-$49.1K	1.24%	22
2025 Q3	$1.95M	Hold	3,188	–	–	1.25%	22
2025 Q2	$1.81M	Sell	3,188 -12	-0.4%	-$6.31K	1.26%	21
2025 Q1	$1.64M	Sell	3,200 -105	-3%	-$56.8K	1.23%	20
2024 Q4	$1.78M	Sell	3,305 -158	-5%	-$85.6K	1.35%	16
2024 Q3	$1.83M	Sell	3,463 -120	-3%	-$61K	1.41%	17
2024 Q2	$1.79M	Sell	3,583 -5	-0.1%	-$2.41K	1.56%	16
2024 Q1	$1.72M	Sell	3,588 -461	-11%	-$211K	1.76%	14
2023 Q4	$1.77M	Sell	4,049 -5	-0.1%	-$2.05K	2.06%	10
2023 Q3	$1.59M	Sell	4,054 -75	-2%	-$30.7K	1.97%	10
2023 Q2	$1.68M	Sell	4,129 -53	-1%	-$20.4K	1.71%	12
2023 Q1	$1.57M	Sell	4,182 -4,165	-50%	-$1.53M	1.59%	11
2022 Q4	$2.93M	Buy	8,347 +8,344	+278,133%	+$2.95M	2.27%	8
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	560
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	566
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	584
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	670
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	636
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	629
2021 Q1	$1K	Hold	3	–	–	﹤0.01%	595
2020 Q4	$1K	Buy	+3	New	+$978	﹤0.01%	554