BWM
BCGM 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 | $6.13M | Sell |
10,785
-206
| -2% | -$117K | 1.73% | 12 |
|
|
2025
Q1 | $5.65M | Sell |
10,991
-364
| -3% | -$187K | 1.74% | 11 |
|
|
2024
Q4 | $6.12M | Sell |
11,355
-446
| -4% | -$240K | 1.94% | 11 |
|
|
2024
Q3 | $6.23M | Sell |
11,801
-172
| -1% | -$90.8K | 2.02% | 10 |
|
|
2024
Q2 | $5.99M | Sell |
11,973
-88
| -0.7% | -$44K | 2.07% | 10 |
|
|
2024
Q1 | $5.8M | Sell |
12,061
-224
| -2% | -$108K | 2.08% | 10 |
|
|
2023
Q4 | $5.37M | Sell |
12,285
-196
| -2% | -$85.6K | 2.18% | 10 |
|
|
2023
Q3 | $4.9M | Sell |
12,481
-2,535
| -17% | -$995K | 2.25% | 9 |
|
|
2023
Q2 | $6.12M | Buy |
15,016
+5,289
| +54% | +$2.15M | 2.69% | 8 |
|
|
2023
Q1 | $3.66M | Sell |
9,727
-6,980
| -42% | -$2.63M | 1.85% | 15 |
|
|
2022
Q4 | $5.87M | Sell |
16,707
-960
| -5% | -$337K | 2.85% | 8 |
|
|
2022
Q3 | $6.09M | Sell |
17,667
-2,561
| -13% | -$882K | 3.04% | 6 |
|
|
2022
Q2 | $7.66M | Sell |
20,228
-403
| -2% | -$153K | 3.89% | 7 |
|
|
2022
Q1 | $7.81M | Buy |
20,631
+469
| +2% | +$178K | 4.25% | 3 |
|
|
2021
Q4 | $8.8M | Buy |
20,162
+190
| +1% | +$82.9K | 4.73% | 3 |
|
|
2021
Q3 | $8.43M | Sell |
19,972
-809
| -4% | -$342K | 4.69% | 4 |
|
|
2021
Q2 | $8.38M | Sell |
20,781
-562
| -3% | -$227K | 4.97% | 4 |
|
|
2021
Q1 | $8.09M | Sell |
21,343
-920
| -4% | -$349K | 5.53% | 3 |
|
|
2020
Q4 | $8.04M | Buy |
+22,263
| New | +$8.04M | 5.69% | 4 |
|