Platform Technology 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	$6.22M	Sell	10,403 -223	-2%	-$139K	1.2%	19
2025 Q4	$6.66M	Buy	10,626 +1,004	+10%	+$624K	1.42%	17
2025 Q3	$5.89M	Sell	9,622 -370	-4%	-$218K	1.41%	15
2025 Q2	$5.68M	Buy	9,992 +374	+4%	+$197K	1.48%	13
2025 Q1	$4.94M	Buy	9,618 +4,409	+85%	+$2.38M	1.44%	13
2024 Q4	$2.81M	Buy	5,209 +117	+2%	+$63.4K	0.85%	30
2024 Q3	$2.69M	Sell	5,092 -950	-16%	-$483K	0.84%	29
2024 Q2	$3.02M	Buy	+6,042	New	+$2.91M	1.04%	17
2023 Q4	$2.55M	Buy	5,547 +127	+2%	+$52K	0.99%	21
2023 Q3	$2.13M	Sell	5,420 -366	-6%	-$150K	1%	22
2023 Q2	$2.35M	Sell	5,786 -111	-2%	-$42.8K	1.11%	17
2023 Q1	$2.22M	Sell	5,897 -57	-1%	-$20.9K	1.1%	18
2022 Q4	$2.09M	Buy	5,954 +6	+0.1%	+$2.12K	1.08%	17
2022 Q3	$1.95M	Buy	5,948 +974	+20%	+$356K	1.11%	18
2022 Q2	$1.73M	Buy	4,974 +1,387	+39%	+$523K	0.94%	28
2022 Q1	$1.49M	Buy	3,587 +508	+16%	+$208K	0.72%	39
2021 Q4	$1.34M	Buy	3,079 +119	+4%	+$50.2K	0.59%	42
2021 Q3	$1.17M	Sell	2,960 -974	-25%	-$395K	0.53%	49
2021 Q2	$1.55M	Buy	+3,934	New	+$1.51M	0.64%	40
2020 Q4	$1.09M	Buy	3,174 +14	+0.4%	+$4.56K	0.53%	48
2020 Q3	$972K	Buy	3,160 +2	+0.1%	+$609	0.6%	43
2020 Q2	$895K	Buy	3,158 +875	+38%	+$236K	0.63%	36
2020 Q1	$541K	Buy	+2,283	New	+$640K	0.49%	55