BWG
Balanced Wealth Group’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Buy |
20,402
+166
| +0.8% | +$31.6K | 1.69% | 15 |
|
|
2025
Q1 | $3.73M | Buy |
20,236
+4,408
| +28% | +$812K | 1.8% | 14 |
|
|
2024
Q4 | $3M | Buy |
15,828
+20
| +0.1% | +$3.8K | 1.35% | 17 |
|
|
2024
Q3 | $3.01M | Sell |
15,808
-46
| -0.3% | -$8.77K | 1.33% | 18 |
|
|
2024
Q2 | $2.77M | Buy |
15,854
+298
| +2% | +$52.2K | 1.26% | 18 |
|
|
2024
Q1 | $2.76M | Buy |
15,556
+186
| +1% | +$33.1K | 1.23% | 18 |
|
|
2023
Q4 | $2.58M | Buy |
+15,370
| New | +$2.58M | 1.34% | 19 |
|