Tarbox Family Office’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
2025 Q2	$690K	Hold	1,215	–	–	0.1%	56
2025 Q1	$625K	Hold	1,215	–	–	0.1%	60
2024 Q4	$655K	Hold	1,215	–	–	0.11%	54
2024 Q3	$641K	Sell	1,215 -3	-0.2%	-$1.58K	0.11%	57
2024 Q2	$609K	Hold	1,218	–	–	0.11%	56
2024 Q1	$586K	Hold	1,218	–	–	0.1%	58
2023 Q4	$532K	Buy	1,218 +1	+0.1%	+$437	0.1%	52
2023 Q3	$478K	Hold	1,217	–	–	0.1%	57
2023 Q2	$496K	Hold	1,217	–	–	0.1%	62
2023 Q1	$458K	Hold	1,217	–	–	0.09%	56
2022 Q4	$428K	Hold	1,217	–	–	0.09%	61
2022 Q3	$422K	Hold	1,217	–	–	0.1%	56
2022 Q2	$422K	Hold	1,217	–	–	0.09%	69
2022 Q1	$505K	Hold	1,217	–	–	0.1%	49
2021 Q4	$531K	Hold	1,217	–	–	0.09%	71
2021 Q3	$480K	Sell	1,217 -97	-7%	-$38.3K	0.09%	75
2021 Q2	$517K	Hold	1,314	–	–	0.09%	78
2021 Q1	$479K	Hold	1,314	–	–	0.09%	73
2020 Q4	$452K	Hold	1,314	–	–	0.09%	75
2020 Q3	$404K	Hold	1,314	–	–	0.1%	73
2020 Q2	$372K	Buy	1,314 +510	+63%	+$144K	0.1%	74
2020 Q1	$190K	Buy	804 +194	+32%	+$45.8K	0.06%	105
2019 Q4	$180K	Hold	610	–	–	0.05%	113
2019 Q3	$166K	Buy	610 +17	+3%	+$4.63K	0.05%	96
2019 Q2	$160K	Hold	593	–	–	0.05%	98
2019 Q1	$154K	Hold	593	–	–	0.06%	97
2018 Q4	$136K	Hold	593	–	–	0.06%	99
2018 Q3	$158K	Hold	593	–	–	0.06%	100
2018 Q2	$148K	Hold	593	–	–	0.06%	95
2018 Q1	$144K	Hold	593	–	–	0.06%	100
2017 Q4	$145K	Buy	+593	New	+$145K	0.06%	97