Premier Path Wealth Partners’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	$1.7M	Sell	2,990 -19	-0.6%	-$10.8K	0.24%	99
2025 Q1	$1.55M	Buy	3,009 +196	+7%	+$101K	0.24%	99
2024 Q4	$1.52M	Hold	2,813	–	–	0.23%	97
2024 Q3	$1.48M	Buy	2,813 +5	+0.2%	+$2.64K	0.23%	102
2024 Q2	$1.4M	Buy	+2,808	New	+$1.4M	0.24%	100