Gateway 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	$10.2M	Buy	17,085 +13,751	+412%	+$8.6M	0.4%	67
2025 Q4	$2.09M	Buy	3,334 +317	+11%	+$197K	0.23%	117
2025 Q3	$1.85M	Buy	3,017 +1,712	+131%	+$1.01M	0.25%	105
2025 Q2	$741K	Sell	1,305 -115	-8%	-$60.4K	0.14%	160
2025 Q1	$730K	Sell	1,420 -678	-32%	-$367K	0.16%	136
2024 Q4	$1.13M	Buy	2,098 +180	+9%	+$97.5K	0.29%	86
2024 Q3	$1.01M	Buy	1,918 +137	+8%	+$69.6K	0.28%	88
2024 Q2	$891K	Sell	1,781 -184	-9%	-$88.5K	0.27%	92
2024 Q1	$944K	Buy	1,965 +1,069	+119%	+$489K	0.34%	73
2023 Q4	$391K	Sell	896 -84,174	-99%	-$34.5M	0.16%	126
2023 Q3	$33.4M	Buy	85,070 +5,547	+7%	+$2.27M	6.02%	2
2023 Q2	$32.4M	Sell	79,523 -1,234	-2%	-$476K	5.79%	3
2023 Q1	$30.4M	Sell	80,757 -869	-1%	-$319K	4.67%	4
2022 Q4	$28.7M	Buy	+81,626	New	+$28.8M	4.93%	4