Legacy Capital Wealth Partners’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	$6.66M	Sell	11,151 -342	-3%	-$214K	1.37%	13
2025 Q4	$7.21M	Sell	11,493 -457	-4%	-$284K	1.55%	10
2025 Q3	$7.32M	Sell	11,950 -936	-7%	-$552K	1.59%	11
2025 Q2	$7.32M	Sell	12,886 -599	-4%	-$315K	1.67%	10
2025 Q1	$6.93M	Sell	13,485 -1,126	-8%	-$609K	1.7%	11
2024 Q4	$7.87M	Sell	14,611 -458	-3%	-$248K	1.95%	9
2024 Q3	$7.95M	Sell	15,069 -601	-4%	-$305K	1.59%	11
2024 Q2	$7.84M	Buy	+15,670	New	+$7.54M	2%	10
2024 Q1	–	Sell	-16,553	Closed	-$7.23M	–	342
2023 Q4	$7.23M	Sell	16,553 -1,128	-6%	-$462K	2.05%	9
2023 Q3	$6.94M	Buy	+17,681	New	+$7.23M	1.91%	12
2023 Q2	–	Sell	-15,644	Closed	-$5.88M	–	240
2023 Q1	$5.88M	Buy	+15,644	New	+$5.74M	1.61%	18