BAM
Baldrige Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $158K | Hold |
421
| – | – | 0.06% | 120 |
|
|
2022
Q4 | $148K | Sell |
421
-103
| -20% | -$36.2K | 0.07% | 118 |
|
|
2022
Q3 | $172K | Hold |
524
| – | – | 0.08% | 108 |
|
|
2022
Q2 | $182K | Hold |
524
| – | – | 0.08% | 108 |
|
|
2022
Q1 | $218K | Hold |
524
| – | – | 0.09% | 107 |
|
|
2021
Q4 | $229K | Hold |
524
| – | – | 0.09% | 102 |
|
|
2021
Q3 | $207K | Hold |
524
| – | – | 0.09% | 103 |
|
|
2021
Q2 | $206K | Buy |
+524
| New | +$206K | 0.09% | 98 |
|