Beacon Bridge Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
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|
2025
Q1 | $10.1M | Sell |
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|
2024
Q4 | $10.6M | Sell |
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|
2024
Q3 | $10.5M | Sell |
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|
2024
Q2 | $10.3M | Sell |
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|
2024
Q1 | $9.96M | Sell |
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|
2023
Q4 | $9.33M | Sell |
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|
2023
Q3 | $8.77M | Buy |
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|
2023
Q2 | $9.09M | Sell |
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|
2023
Q1 | $8.5M | Buy |
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|
2022
Q4 | $7.63M | Buy |
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