Transamerica Financial Advisors’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	–	Sell	-1	Closed	-$1K	–	663
2024 Q2	$1K	Hold	1	–	–	﹤0.01%	540
2024 Q1	$1K	Hold	1	–	–	﹤0.01%	586
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	604
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	622
2023 Q2	$1K	Hold	1	–	–	﹤0.01%	594
2023 Q1	$1K	Sell	1 -1	-50%	-$367	﹤0.01%	578
2022 Q4	$1K	Hold	2	–	–	﹤0.01%	666
2022 Q3	$1K	Buy	+2	New	+$730	﹤0.01%	624
2018 Q1	–	Sell	-1	Closed	-$1K	–	476
2017 Q4	$1K	Hold	1	–	–	﹤0.01%	406
2017 Q3	$1K	Hold	1	–	–	﹤0.01%	397
2017 Q2	$1K	Hold	1	–	–	﹤0.01%	375
2017 Q1	$1K	Hold	1	–	–	﹤0.01%	369
2016 Q4	$1K	Sell	1 -345	-100%	-$69.2K	﹤0.01%	406
2016 Q3	$69K	Buy	+346	New	+$68.6K	0.01%	228
2016 Q1	–	Sell	-18,008	Closed	-$3.37M	–	855
2015 Q4	$3.37M	Sell	18,008 -647	-3%	-$122K	0.25%	80
2015 Q3	$3.28M	Sell	18,655 -705	-4%	-$131K	0.26%	79
2015 Q2	$3.66M	Buy	19,360 +1,433	+8%	+$276K	0.26%	77
2015 Q1	$3.39M	Buy	17,927 +17,844	+21,499%	+$3.38M	0.24%	79
2014 Q4	$16K	Sell	83 -18	-18%	-$3.32K	﹤0.01%	459
2014 Q3	$19K	Sell	101 -25,614	-100%	-$4.64M	﹤0.01%	414
2014 Q2	$4.61M	Sell	25,715 -7,767	-23%	-$1.35M	0.4%	39
2014 Q1	$5.74M	Buy	33,482 +3,555	+12%	+$598K	0.57%	25
2013 Q4	$5.06M	Sell	29,927 -17,035	-36%	-$2.76M	0.55%	32
2013 Q3	$7.23M	Sell	46,962 -14,720	-24%	-$2.26M	0.94%	21
2013 Q2	$9.05M	Buy	+61,682	New	+$9.1M	1.48%	23