BBWP
Beacon Bridge Wealth Partners’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.65M | Sell |
8,728
-89
| -1% | -$16.8K | 0.65% | 36 |
|
2025
Q1 | $1.62M | Hold |
8,817
| – | – | 0.69% | 38 |
|
2024
Q4 | $1.63M | Sell |
8,817
-189
| -2% | -$34.9K | 0.69% | 37 |
|
2024
Q3 | $1.72M | Sell |
9,006
-358
| -4% | -$68.3K | 0.74% | 36 |
|
2024
Q2 | $1.65M | Sell |
9,364
-129
| -1% | -$22.7K | 0.76% | 36 |
|
2024
Q1 | $1.71M | Sell |
9,493
-387
| -4% | -$69.8K | 0.81% | 35 |
|
2023
Q4 | $1.66M | Sell |
9,880
-4,312
| -30% | -$724K | 0.83% | 31 |
|
2023
Q3 | $2.11M | Buy |
14,192
+1,644
| +13% | +$244K | 1.11% | 27 |
|
2023
Q2 | $1.95M | Buy |
12,548
+5,658
| +82% | +$881K | 1% | 25 |
|
2023
Q1 | $1.01M | Buy |
6,890
+5,151
| +296% | +$756K | 0.61% | 30 |
|
2022
Q4 | $244K | Buy |
+1,739
| New | +$244K | 0.18% | 80 |
|