Wealth Enhancement & Preservation of GA’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
2022
Q2
Sell
2022
Q1
$4.19M Buy
2021
Q4
Sell
2021
Q3
$8.99M Buy
2021
Q1
Sell
2020
Q4
$5.48M Sell
2020
Q3
$8.24M Sell
2020
Q2
$13.1M Buy