Ramsay Stattman Vela & Price’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	$242K	Buy	404 +32	+9%	+$20K	0.05%	72
2025 Q4	$233K	Buy	372 +1	+0.3%	+$621	0.04%	74
2025 Q3	$227K	Hold	371	–	–	0.04%	79
2025 Q2	$211K	Sell	371 -50	-12%	-$26.3K	0.04%	79
2025 Q1	$216K	Buy	421 +1	+0.2%	+$541	0.04%	78
2024 Q4	$226K	Buy	420 +1	+0.2%	+$542	0.04%	73
2024 Q3	$221K	Sell	419 -69	-14%	-$35.1K	0.04%	74
2024 Q2	$244K	Sell	488 -158	-24%	-$76K	0.05%	72
2024 Q1	$311K	Sell	646 -95	-13%	-$43.5K	0.06%	70
2023 Q4	$323K	Sell	741 -132	-15%	-$54K	0.07%	73
2023 Q3	$343K	Sell	873 -589	-40%	-$241K	0.07%	73
2023 Q2	$596K	Sell	1,462 -220	-13%	-$84.9K	0.12%	69
2023 Q1	$633K	Buy	1,682 +2	+0.1%	+$733	0.14%	71
2022 Q4	$590K	Buy	+1,680	New	+$593K	0.13%	72