Financial Gravity Asset 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	$600K	Sell	1,005 -11	-1%	-$6.88K	0.11%	92
2025 Q4	$637K	Buy	1,016 +570	+128%	+$354K	0.12%	77
2025 Q3	$273K	Buy	+446	New	+$263K	0.05%	123
2025 Q1	$180K	Buy	+350	New	+$189K	0.04%	157
2024 Q2	$194K	Sell	388 -399	-51%	-$192K	0.05%	129
2024 Q1	$362K	Sell	787 -6,699	-89%	-$3.07M	0.05%	135
2023 Q4	$1.14M	Buy	7,486 +399	+6%	+$163K	0.01%	340
2023 Q3	$962K	Buy	7,087 +6,714	+1,800%	+$2.75M	0.01%	363
2023 Q2	$152	Sell	373 -3	-0.8%	-$1.16K	﹤0.01%	1230
2023 Q1	$141	Buy	+376	New	+$138K	﹤0.01%	662
2022 Q1	–	Sell	-430	Closed	-$172	–	1019
2021 Q4	$172	Buy	430 +4	+0.9%	+$1.69K	﹤0.01%	641
2021 Q3	$168K	Hold	426	–	–	0.08%	223
2021 Q2	$168K	Buy	426 +22	+5%	+$8.45K	0.06%	221
2021 Q1	$147	Hold	404	–	–	﹤0.01%	488
2020 Q4	$139K	Buy	+404	New	+$132K	0.13%	69
2020 Q2	–	Sell	-440	Closed	-$105	–	904
2020 Q1	$105	Buy	440 +46	+12%	+$12.9K	﹤0.01%	881
2019 Q4	$117K	Hold	394	–	–	0.08%	262
2019 Q3	$107K	Sell	394 -47	-11%	-$12.8K	0.09%	195
2019 Q2	$119K	Hold	441	–	–	0.1%	210
2019 Q1	$116K	Buy	+441	New	+$110K	0.09%	188
2018 Q3	$109K	Buy	+441	New	+$115K	0.11%	197
2018 Q2	–	Sell	-212	Closed	-$51K	–	1631
2018 Q1	$51K	Buy	+212	New	+$53.2K	0.05%	306