BWM
BCS Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,970
| Closed | -$281K | – | 180 |
|
|
2021
Q2 | $281K | Hold |
1,970
| – | – | 0.15% | 128 |
|
|
2021
Q1 | $269K | Hold |
1,970
| – | – | 0.13% | 129 |
|
|
2020
Q4 | $244K | Hold |
1,970
| – | – | 0.13% | 123 |
|
|
2020
Q3 | $215K | Hold |
1,970
| – | – | 0.12% | 117 |
|
|
2020
Q2 | $206K | Buy |
+1,970
| New | +$206K | 0.12% | 113 |
|