Steigerwald Gordon & Koch’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	$543K	Sell	908 -1	-0.1%	-$625	0.06%	83
2025 Q4	$570K	Buy	909 +128	+16%	+$79.5K	0.05%	86
2025 Q3	$478K	Hold	781	–	–	0.05%	89
2025 Q2	$444K	Sell	781 -32	-4%	-$16.8K	0.05%	85
2025 Q1	$418K	Sell	813 -696	-46%	-$376K	0.05%	88
2024 Q4	$814K	Buy	1,509 +4	+0.3%	+$2.17K	0.09%	70
2024 Q3	$794K	Buy	1,505 +32	+2%	+$16.3K	0.09%	68
2024 Q2	$737K	Buy	1,473 +30	+2%	+$14.4K	0.09%	67
2024 Q1	$694K	Sell	1,443 -339	-19%	-$155K	0.09%	69
2023 Q4	$778K	Buy	1,782 +825	+86%	+$338K	0.11%	66
2023 Q3	$376K	Buy	957 +33	+4%	+$13.5K	0.06%	85
2023 Q2	$376K	Sell	924 -15	-2%	-$5.79K	0.06%	84
2023 Q1	$353K	Sell	939 -75	-7%	-$27.5K	0.05%	86
2022 Q4	$356K	Sell	1,014 -32	-3%	-$11.3K	0.06%	86
2022 Q3	$343K	Hold	1,046	–	–	0.06%	82
2022 Q2	$363K	Sell	1,046 -23	-2%	-$8.66K	0.06%	85
2022 Q1	$444K	Buy	1,069 +98	+10%	+$40.1K	0.07%	82
2021 Q4	$424K	Buy	971 +147	+18%	+$62.1K	0.06%	83
2021 Q3	$325K	Buy	824 +34	+4%	+$13.8K	0.05%	91
2021 Q2	$311K	Buy	790 +2	+0.3%	+$768	0.05%	92
2021 Q1	$287K	Hold	788	–	–	0.05%	88
2020 Q4	$271K	Buy	788 +6	+0.8%	+$1.96K	0.06%	90
2020 Q3	$241K	Buy	+782	New	+$238K	0.06%	90
2018 Q3	–	Sell	-1,655	Closed	-$241K	–	91
2018 Q2	$241K	Buy	+1,655	New	+$411K	0.06%	79