Hartford Financial Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$587K	Hold	1,034	–	–	0.16%	98
2025 Q1	$531K	Hold	1,034	–	–	0.11%	133
2024 Q4	$557K	Hold	1,034	–	–	0.11%	128
2024 Q3	$546K	Hold	1,034	–	–	0.11%	130
2024 Q2	$517K	Buy	1,034 +21	+2%	+$10.5K	0.11%	133
2024 Q1	$487K	Buy	1,013 +3	+0.3%	+$1.44K	0.1%	132
2023 Q4	$441K	Buy	1,010 +10	+1%	+$4.37K	0.1%	136
2023 Q3	$393K	Hold	1,000	–	–	0.1%	137
2023 Q2	$407K	Hold	1,000	–	–	0.1%	138
2023 Q1	$376K	Hold	1,000	–	–	0.1%	137
2022 Q4	$351K	Hold	1,000	–	–	0.09%	140
2022 Q3	$328K	Hold	1,000	–	–	0.1%	138
2022 Q2	$347K	Hold	1,000	–	–	0.1%	134
2022 Q1	$415K	Hold	1,000	–	–	0.1%	131
2021 Q4	$437K	Hold	1,000	–	–	0.1%	129
2021 Q3	$394K	Hold	1,000	–	–	0.1%	130
2021 Q2	$394K	Hold	1,000	–	–	0.1%	131
2021 Q1	$364K	Hold	1,000	–	–	0.09%	130
2020 Q4	$344K	Hold	1,000	–	–	0.09%	130
2020 Q3	$308K	Hold	1,000	–	–	0.09%	130
2020 Q2	$283K	Hold	1,000	–	–	0.09%	130
2020 Q1	$237K	Sell	1,000 -100	-9%	-$23.7K	0.09%	131
2019 Q4	$325K	Hold	1,100	–	–	0.1%	128
2019 Q3	$300K	Hold	1,100	–	–	0.1%	131
2019 Q2	$296K	Hold	1,100	–	–	0.1%	132
2019 Q1	$285K	Hold	1,100	–	–	0.1%	132
2018 Q4	$253K	Hold	1,100	–	–	0.1%	134
2018 Q3	$294K	Hold	1,100	–	–	0.1%	137
2018 Q2	$274K	Hold	1,100	–	–	0.1%	146
2018 Q1	$266K	Hold	1,100	–	–	0.13%	111
2017 Q4	$269K	Buy	1,100 +1,000	+1,000%	+$245K	0.13%	116
2017 Q3	$23K	Buy	+100	New	+$23K	0.01%	233
2017 Q2	–	Sell	-100	Closed	-$21K	–	390
2017 Q1	$21K	Buy	+100	New	+$21K	0.01%	219