Hamilton Point Investment Advisors’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	$1.65M	Sell	2,755 -40	-1%	-$25K	0.25%	62
2025 Q4	$1.75M	Sell	2,795 -50	-2%	-$31.1K	0.27%	63
2025 Q3	$1.75M	Buy	2,845 +10	+0.4%	+$5.89K	0.27%	63
2025 Q2	$1.62M	Sell	2,835 -20	-0.7%	-$10.5K	0.27%	65
2025 Q1	$1.47M	Sell	2,855 -80	-3%	-$43.2K	0.26%	62
2024 Q4	$1.58M	Sell	2,935 -61	-2%	-$33K	0.28%	62
2024 Q3	$1.59M	Buy	2,996 +93	+3%	+$47.3K	0.28%	62
2024 Q2	$1.46M	Hold	2,903	–	–	0.28%	63
2024 Q1	$1.4M	Sell	2,903 -38	-1%	-$17.4K	0.27%	66
2023 Q4	$1.28M	Buy	2,941 +1	+0%	+$409	0.26%	67
2023 Q3	$1.16M	Hold	2,940	–	–	0.29%	63
2023 Q2	$1.2M	Hold	2,940	–	–	0.29%	63
2023 Q1	$1.11M	Buy	+2,940	New	+$1.08M	0.27%	63