Stewart & Patten Company’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
2023 Q3	–	Sell	-623	Closed	-$254K	–	92
2023 Q2	$254K	Sell	623 -435	-41%	-$177K	0.04%	76
2023 Q1	$398K	Buy	+1,058	New	+$398K	0.07%	61