Souders Financial Advisors’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	$53.6M	Sell	89,639 -2,973	-3%	-$1.86M	6.11%	2
2025 Q4	$58.1M	Sell	92,612 -781	-0.8%	-$485K	6.65%	2
2025 Q3	$57.2M	Sell	93,393 -1,280	-1%	-$754K	6.8%	2
2025 Q2	$53.8M	Buy	94,673 +3,394	+4%	+$1.78M	6.84%	2
2025 Q1	$46.9M	Sell	91,279 -5,966	-6%	-$3.23M	6.55%	2
2024 Q4	$52.4M	Buy	97,245 +2,183	+2%	+$1.18M	7.32%	2
2024 Q3	$50.2M	Buy	95,062 +23,241	+32%	+$11.8M	6.99%	2
2024 Q2	$35.9M	Buy	71,821 +1,303	+2%	+$627K	5.42%	2
2024 Q1	$33.9M	Sell	70,518 -1,349	-2%	-$617K	5.35%	2
2023 Q4	$31.4M	Buy	71,867 +832	+1%	+$341K	5.37%	2
2023 Q3	$27.9M	Sell	71,035 -2,743	-4%	-$1.12M	5.36%	2
2023 Q2	$30M	Sell	73,778 -619	-0.8%	-$239K	5.74%	2
2023 Q1	$28M	Buy	74,397 +4,286	+6%	+$1.57M	5.94%	1
2022 Q4	$24.6M	Buy	70,111 +3,699	+6%	+$1.31M	5.63%	2
2022 Q3	$21.8M	Buy	66,412 +2,300	+4%	+$840K	5.92%	1
2022 Q2	$22.2M	Buy	64,112 +4,127	+7%	+$1.55M	6.39%	2
2022 Q1	$24.9M	Buy	59,985 +2,500	+4%	+$1.02M	7.2%	2
2021 Q4	$25.1M	Buy	57,485 +2,963	+5%	+$1.25M	7.21%	1
2021 Q3	$21.5M	Buy	54,522 +2,180	+4%	+$884K	6.93%	2
2021 Q2	$20.6M	Buy	52,342 +770	+1%	+$296K	6.94%	2
2021 Q1	$18.8M	Buy	51,572 +2,412	+5%	+$855K	7.36%	2
2020 Q4	$16.9M	Buy	49,160 +1,081	+2%	+$352K	7.36%	1
2020 Q3	$15.6M	Buy	48,079 +7,494	+18%	+$2.28M	7.39%	1
2020 Q2	$11.5M	Buy	40,585 +9,088	+29%	+$2.45M	6.58%	1
2020 Q1	$7.46M	Buy	+31,497	New	+$8.82M	6.59%	3