Vantage Financial Partners (Wisconsin)’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
2025 Q4	$2.52M	Buy	4,011 +6	+0.1%	+$3.73K	0.51%	33
2025 Q3	$2.45M	Sell	4,005 -53	-1%	-$31.2K	0.52%	33
2025 Q2	$2.31M	Sell	4,058 -4,102	-50%	-$2.16M	0.53%	31
2025 Q1	$4.19M	Sell	8,160 -1,950	-19%	-$1.05M	1.04%	18
2024 Q4	$5.45M	Sell	10,110 -1,313	-11%	-$711K	1.36%	14
2024 Q3	$6.03M	Sell	11,423 -1,423	-11%	-$723K	1.5%	11
2024 Q2	$6.42M	Sell	12,846 -1,126	-8%	-$542K	1.67%	16
2024 Q1	$6.72M	Buy	13,972 +272	+2%	+$124K	1.81%	16
2023 Q4	$5.98M	Buy	13,700 +10,037	+274%	+$4.11M	1.76%	16
2023 Q3	$1.44M	Buy	3,663 +2,731	+293%	+$1.12M	0.57%	24
2023 Q2	$380K	Buy	932 +243	+35%	+$93.7K	0.14%	53
2023 Q1	$259K	Buy	689 +66	+11%	+$24.2K	0.1%	68
2022 Q4	$219K	Sell	623 -103	-14%	-$36.4K	0.13%	55
2022 Q3	$238K	Buy	726 +1	+0.1%	+$365	0.16%	46
2022 Q2	$252K	Buy	725 +19	+3%	+$7.16K	0.15%	45
2022 Q1	$293K	Buy	706 +90	+15%	+$36.8K	0.15%	45
2021 Q4	$269K	Buy	+616	New	+$260K	0.11%	45