Harvest Investment Advisors’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 Q1	–	Sell	-1,235	Closed	-$665K	–	54
2024 Q4	$665K	Buy	1,235 +10	+0.8%	+$5.39K	0.46%	52
2024 Q3	$646K	Hold	1,225	–	–	0.44%	53
2024 Q2	$613K	Buy	+1,225	New	+$613K	0.45%	53