Tanager Wealth Management’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	$7.6M	Sell	12,711 -1,838	-13%	-$1.15M	0.74%	28
2025 Q4	$9.12M	Buy	14,549 +2,358	+19%	+$1.47M	0.91%	26
2025 Q3	$7.47M	Buy	12,191 +1,073	+10%	+$632K	0.78%	26
2025 Q2	$6.32M	Buy	11,118 +60	+0.5%	+$31.5K	0.75%	27
2025 Q1	$5.68M	Hold	11,058	–	–	0.74%	25
2024 Q4	$5.96M	Sell	11,058 -2,932	-21%	-$1.59M	0.77%	22
2024 Q3	$7.41M	Sell	13,990 -596	-4%	-$303K	1%	24
2024 Q2	$7.32M	Buy	14,586 +3,209	+28%	+$1.54M	1.09%	23
2024 Q1	$5.47M	Sell	11,377 -157	-1%	-$71.9K	0.88%	23
2023 Q4	$5.04M	Buy	11,534 +1,879	+19%	+$769K	0.92%	24
2023 Q3	$3.81M	Buy	9,655 +114	+1%	+$46.6K	0.79%	22
2023 Q2	$3.9M	Buy	9,541 +930	+11%	+$359K	0.84%	25
2023 Q1	$3.24M	Buy	8,611 +4,004	+87%	+$1.47M	0.77%	26
2022 Q4	$1.62M	Buy	4,607 +2,799	+155%	+$989K	0.44%	33
2022 Q3	$596K	Sell	1,808 -600	-25%	-$219K	0.47%	25
2022 Q2	$839K	Hold	2,408	–	–	0.69%	19
2022 Q1	$1M	Hold	2,408	–	–	0.75%	18
2021 Q4	$1.05M	Buy	+2,408	New	+$1.02M	0.79%	19