Goldstone Financial Group’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	$120M	Buy	201,197 +39,930	+25%	+$25M	13.04%	1
2025 Q4	$101M	Buy	161,267 +6,565	+4%	+$4.08M	11.27%	1
2025 Q3	$94.7M	Buy	154,702 +9,203	+6%	+$5.42M	11.21%	1
2025 Q2	$83.7M	Buy	145,499 +5,544	+4%	+$2.91M	11.05%	1
2025 Q1	$71.9M	Buy	139,955 +9,368	+7%	+$5.06M	10.89%	1
2024 Q4	$70.4M	Buy	130,587 +5,661	+5%	+$3.07M	11.03%	1
2024 Q3	$65.9M	Buy	124,926 +8,582	+7%	+$4.36M	11.47%	1
2024 Q2	$58.2M	Sell	116,344 -4,829	-4%	-$2.32M	11.67%	1
2024 Q1	$58.2M	Buy	121,173 +3,780	+3%	+$1.73M	13.37%	1
2023 Q4	$51.3M	Buy	117,393 +3,157	+3%	+$1.29M	13.24%	1
2023 Q3	$44.9M	Buy	114,236 +1,603	+1%	+$655K	13.3%	1
2023 Q2	$45.9M	Sell	112,633 -2,889	-3%	-$1.11M	13.49%	1
2023 Q1	$43.4M	Buy	+115,522	New	+$42.4M	14.32%	1