Wealthspire Advisors (New York)’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	$1.36M	Buy	6,662 +2,043	+44%	+$428K	0.01%	351
2025 Q4	$946K	Sell	4,619 -4,755	-51%	-$963K	0.01%	442
2025 Q3	$1.87M	Sell	9,374 -252	-3%	-$48.9K	0.01%	284
2025 Q2	$1.82M	Sell	9,626 -2,316	-19%	-$417K	0.01%	292
2025 Q1	$2.2M	Buy	11,942 +5,757	+93%	+$1.08M	0.01%	261
2024 Q4	$1.14M	Sell	6,185 -138	-2%	-$26.5K	0.01%	347
2024 Q3	$1.21M	Buy	6,323 +1,285	+26%	+$236K	0.01%	339
2024 Q2	$886K	Sell	5,038 -515	-9%	-$90.8K	0.01%	335
2024 Q1	$1M	Buy	5,553 +403	+8%	+$69.2K	0.01%	315
2023 Q4	$865K	Buy	5,150 +1,545	+43%	+$240K	0.01%	334
2023 Q3	$536K	Sell	3,605 -103	-3%	-$16.1K	0.01%	378
2023 Q2	$577K	Sell	3,708 -6	-0.2%	-$893	0.01%	338
2023 Q1	$545K	Sell	3,714 -50	-1%	-$7.3K	0.01%	339
2022 Q4	$527K	Hold	3,764	–	–	0.01%	358
2022 Q3	$467K	Buy	+3,764	New	+$515K	0.01%	343