Palumbo Wealth Management’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	$1.04M	Sell	1,748 -53	-3%	-$33.1K	0.25%	66
2025 Q4	$1.13M	Buy	+1,801	New	+$1.12M	0.28%	70
2025 Q3	–	Sell	-881	Closed	-$500K	–	222
2025 Q2	$500K	Buy	881 +301	+52%	+$158K	0.15%	100
2025 Q1	$298K	Buy	580 +1	+0.2%	+$541	0.1%	135
2024 Q4	$312K	Sell	579 -18	-3%	-$9.75K	0.12%	119
2024 Q3	$315K	Buy	597 +22	+4%	+$11.2K	0.12%	113
2024 Q2	$288K	Hold	575	–	–	0.12%	107
2024 Q1	$277K	Buy	575 +1	+0.2%	+$458	0.12%	109
2023 Q4	$251K	Buy	574 +3	+0.5%	+$1.23K	0.13%	109
2023 Q3	$224K	Buy	571 +1	+0.2%	+$409	0.12%	107
2023 Q2	$232K	Sell	570 -80	-12%	-$30.9K	0.14%	94
2023 Q1	$245K	Buy	650 +1	+0.2%	+$367	0.16%	80
2022 Q4	$228K	Buy	+649	New	+$229K	0.18%	77