BFG
Barber Financial Group’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 | $17M | Buy |
45,318
+20,323
| +81% | +$7.64M | 3% | 6 |
|
|
2022
Q4 | $8.78M | Buy |
24,995
+14,380
| +135% | +$5.05M | 2.43% | 6 |
|
|
2022
Q3 | $3.49M | Buy |
10,615
+8,304
| +359% | +$2.73M | 1.01% | 17 |
|
|
2022
Q2 | $802K | Buy |
+2,311
| New | +$802K | 0.13% | 50 |
|