BTWM
Baker Tilly Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.6M | Buy |
50,428
+1,211
| +2% | +$688K | 10.23% | 1 |
|
|
2025
Q1 | $25.3M | Buy |
49,217
+3,262
| +7% | +$1.68M | 9.92% | 1 |
|
|
2024
Q4 | $24.8M | Buy |
45,955
+3,091
| +7% | +$1.67M | 9.71% | 1 |
|
|
2024
Q3 | $22.6M | Buy |
42,864
+2,673
| +7% | +$1.41M | 10.01% | 1 |
|
|
2024
Q2 | $20.1M | Buy |
40,191
+593
| +1% | +$297K | 8.22% | 1 |
|
|
2024
Q1 | $19M | Buy |
39,598
+2,721
| +7% | +$1.31M | 3.44% | 4 |
|
|
2023
Q4 | $16.1M | Buy |
36,877
+2,380
| +7% | +$1.04M | 2.64% | 5 |
|
|
2023
Q3 | $13.5M | Buy |
34,497
+2,560
| +8% | +$1.01M | 2.23% | 7 |
|
|
2023
Q2 | $13M | Buy |
31,937
+961
| +3% | +$391K | 1.37% | 11 |
|
|
2023
Q1 | $11.6M | Buy |
30,976
+1,841
| +6% | +$692K | 1.31% | 10 |
|
|
2022
Q4 | $10.2M | Buy |
29,135
+2,868
| +11% | +$1.01M | 1.26% | 8 |
|
|
2022
Q3 | $8.62M | Sell |
26,267
-336
| -1% | -$110K | 1.18% | 11 |
|
|
2022
Q2 | $9.23M | Buy |
26,603
+866
| +3% | +$300K | 1.21% | 11 |
|
|
2022
Q1 | $10.7M | Buy |
25,737
+2,505
| +11% | +$1.04M | 1.18% | 12 |
|
|
2021
Q4 | $10.1M | Buy |
23,232
+21,112
| +996% | +$9.22M | 1.09% | 12 |
|
|
2021
Q3 | $836K | Buy |
2,120
+470
| +28% | +$185K | 0.11% | 195 |
|
|
2021
Q2 | $649K | Hold |
1,650
| – | – | 0.1% | 220 |
|
|
2021
Q1 | $601K | Buy |
1,650
+1
| +0.1% | +$364 | 0.12% | 206 |
|
|
2020
Q4 | $567K | Buy |
+1,649
| New | +$567K | 0.18% | 131 |
|