Concord Wealth Partners’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	$1.66M	Buy	2,784 +11	+0.4%	+$6.88K	0.22%	102
2025 Q4	$1.74M	Sell	2,773 -14	-0.5%	-$8.7K	0.23%	99
2025 Q3	$1.71M	Sell	2,787 -60	-2%	-$35.4K	0.24%	97
2025 Q2	$1.62M	Buy	2,847 +1,830	+180%	+$962K	0.24%	97
2025 Q1	$523K	Buy	1,017 +96	+10%	+$51.9K	0.09%	145
2024 Q4	$496K	Buy	921 +287	+45%	+$155K	0.08%	145
2024 Q3	$335K	Buy	634 +112	+21%	+$56.9K	0.06%	162
2024 Q2	$261K	Hold	522	–	–	0.05%	174
2024 Q1	$251K	Buy	522 +20	+4%	+$9.15K	0.05%	186
2023 Q4	$219K	Buy	502 +126	+34%	+$51.6K	0.04%	187
2023 Q3	$148K	Buy	376 +225	+149%	+$92K	0.03%	227
2023 Q2	$61.3K	Buy	151 +56	+59%	+$21.6K	0.01%	335
2023 Q1	$35.6K	Buy	95 +1	+1%	+$367	0.01%	396
2022 Q4	$33.2K	Buy	+94	New	+$33.2K	0.01%	450
2022 Q3	–	Sell	-82	Closed	-$28K	–	1126
2022 Q2	$28K	Buy	82 +37	+82%	+$13.9K	0.01%	472
2022 Q1	$19K	Buy	45 +10	+29%	+$4.09K	﹤0.01%	643
2021 Q4	$15K	Buy	35 +29	+483%	+$12.2K	﹤0.01%	702
2021 Q3	$2K	Hold	6	–	–	﹤0.01%	785
2021 Q2	$2K	Sell	6 -12	-67%	-$4.61K	﹤0.01%	923
2021 Q1	$7K	Buy	+18	New	+$6.38K	﹤0.01%	635