The Family Firm’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
2024 Q3	–	Sell	-321	Closed	-$160K	–	825
2024 Q2	$160K	Buy	+321	New	+$160K	0.04%	227
2024 Q1	–	Sell	-490	Closed	-$214K	–	201
2023 Q4	$214K	Buy	+490	New	+$214K	0.06%	181