Guardian Wealth Advisors (North Carolina)’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	$59.3M	Buy	99,289 +2,805	+3%	+$1.75M	3.77%	5
2025 Q4	$60.5M	Buy	96,484 +880	+0.9%	+$547K	3.8%	4
2025 Q3	$58.5M	Buy	95,604 +1,109	+1%	+$654K	3.82%	5
2025 Q2	$53.7M	Buy	94,495 +12,609	+15%	+$6.63M	3.78%	5
2025 Q1	$42.1M	Buy	81,886 +2,513	+3%	+$1.36M	3.37%	7
2024 Q4	$42.8M	Buy	79,373 +51,975	+190%	+$28.2M	3.42%	7
2024 Q3	$14.5M	Buy	27,398 +952	+4%	+$484K	1.57%	15
2024 Q2	$13.2M	Sell	26,446 -836	-3%	-$402K	1.55%	15
2024 Q1	$13.1M	Buy	27,282 +41	+0.2%	+$18.8K	1.6%	15
2023 Q4	$11.9M	Buy	27,241 +1,421	+6%	+$582K	1.81%	12
2023 Q3	$10.2M	Buy	25,820 +442	+2%	+$181K	1.73%	13
2023 Q2	$10.4M	Buy	25,378 +2,850	+13%	+$1.1M	1.78%	13
2023 Q1	$8.47M	Sell	22,528 -143	-0.6%	-$52.4K	1.49%	15
2022 Q4	$7.97M	Sell	22,671 -116	-0.5%	-$41K	1.53%	13
2022 Q3	$7.51M	Buy	22,787 +492	+2%	+$180K	1.4%	13
2022 Q2	$7.77M	Buy	22,295 +3,015	+16%	+$1.14M	1.42%	13
2022 Q1	$8M	Sell	19,280 -1,165	-6%	-$477K	3.45%	5
2021 Q4	$8.93M	Buy	+20,445	New	+$8.63M	3.84%	4