Sweet Financial Partners’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
2024 Q3	$88.4M	Sell	167,533 -3,849	-2%	-$1.96M	19.14%	1
2024 Q2	$85.7M	Sell	171,382 -1,985	-1%	-$955K	19.58%	1
2024 Q1	$83.3M	Sell	173,367 -5,231	-3%	-$2.39M	19.24%	1
2023 Q4	$78M	Buy	178,598 +3,754	+2%	+$1.54M	18.55%	1
2023 Q3	$68.7M	Buy	174,844 +1,562	+0.9%	+$639K	18.18%	1
2023 Q2	$70.6M	Sell	173,282 -8,040	-4%	-$3.1M	18.53%	1
2023 Q1	$68.2M	Buy	181,322 +5,505	+3%	+$2.02M	18.86%	1
2022 Q4	$61.8M	Buy	175,817 +5,728	+3%	+$2.02M	18.15%	1
2022 Q3	$55.8M	Buy	170,089 +5,111	+3%	+$1.87M	17.79%	1
2022 Q2	$57.2M	Buy	164,978 +61,771	+60%	+$23.3M	17.94%	1
2022 Q1	$42.8M	Buy	103,207 +19,260	+23%	+$7.88M	11.48%	1
2021 Q4	$36.6M	Buy	+83,947	New	+$35.4M	15.21%	2