Tobias Financial Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$901K	Hold	4,423	–	–	0.13%	74
2025 Q4	$906K	Hold	4,423	–	–	0.13%	76
2025 Q3	$882K	Buy	4,423 +25	+0.6%	+$4.85K	0.13%	74
2025 Q2	$830K	Hold	4,398	–	–	0.14%	71
2025 Q1	$810K	Hold	4,398	–	–	0.16%	61
2024 Q4	$811K	Hold	4,398	–	–	0.16%	57
2024 Q3	$839K	Hold	4,398	–	–	0.17%	54
2024 Q2	$773K	Hold	4,398	–	–	0.17%	54
2024 Q1	$794K	Hold	4,398	–	–	0.18%	56
2023 Q4	$739K	Hold	4,398	–	–	0.18%	55
2023 Q3	$654K	Hold	4,398	–	–	0.17%	60
2023 Q2	$685K	Hold	4,398	–	–	0.18%	58
2023 Q1	$645K	Hold	4,398	–	–	0.19%	55
2022 Q4	$616K	Hold	4,398	–	–	0.2%	60
2022 Q3	$546K	Hold	4,398	–	–	0.19%	60
2022 Q2	$584K	Hold	4,398	–	–	0.2%	57
2022 Q1	$663K	Buy	+4,398	New	+$654K	0.23%	52
2021 Q4	–	Sell	-4,398	Closed	-$619K	–	120
2021 Q3	$619K	Hold	4,398	–	–	0.23%	50
2021 Q2	$627K	Sell	4,398 -252	-5%	-$35.9K	0.25%	50
2021 Q1	$636K	Hold	4,650	–	–	0.27%	49
2020 Q4	$575K	Hold	4,650	–	–	0.26%	48
2020 Q3	$506K	Hold	4,650	–	–	0.28%	47
2020 Q2	$486K	Buy	+4,650	New	+$478K	0.29%	46