Beacon Bridge Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Sell |
19,408
-310
| -2% | -$176K | 4.38% | 6 |
|
|
2025
Q1 | $10.1M | Sell |
19,718
-34
| -0.2% | -$17.5K | 4.32% | 7 |
|
|
2024
Q4 | $10.6M | Sell |
19,752
-135
| -0.7% | -$72.7K | 4.52% | 4 |
|
|
2024
Q3 | $10.5M | Sell |
19,887
-614
| -3% | -$324K | 4.51% | 5 |
|
|
2024
Q2 | $10.3M | Sell |
20,501
-210
| -1% | -$105K | 4.7% | 4 |
|
|
2024
Q1 | $9.96M | Sell |
20,711
-654
| -3% | -$314K | 4.7% | 5 |
|
|
2023
Q4 | $9.33M | Sell |
21,365
-979
| -4% | -$428K | 4.66% | 4 |
|
|
2023
Q3 | $8.77M | Buy |
22,344
+15
| +0.1% | +$5.89K | 4.63% | 3 |
|
|
2023
Q2 | $9.09M | Sell |
22,329
-276
| -1% | -$112K | 4.65% | 6 |
|
|
2023
Q1 | $8.5M | Buy |
22,605
+900
| +4% | +$338K | 5.1% | 4 |
|
|
2022
Q4 | $7.63M | Buy |
+21,705
| New | +$7.63M | 5.54% | 5 |
|