Sage Advisors’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
2024 Q3	–	Sell	-462	Closed	-$231K	–	27
2024 Q2	$231K	Hold	462	–	–	0.19%	25
2024 Q1	$222K	Sell	462 -63	-12%	-$30.3K	0.2%	24
2023 Q4	$229K	Buy	+525	New	+$229K	0.23%	24