BFA
Beacon Financial Advisory’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 | $1.12M | Sell |
1,976
-370
| -16% | -$210K | 0.29% | 91 |
|
|
2025
Q1 | $1.21M | Sell |
2,346
-354
| -13% | -$182K | 0.37% | 69 |
|
|
2024
Q4 | $1.46M | Buy |
2,700
+109
| +4% | +$58.7K | 0.47% | 48 |
|
|
2024
Q3 | $1.37M | Sell |
2,591
-556
| -18% | -$293K | 0.46% | 49 |
|
|
2024
Q2 | $1.57M | Buy |
3,147
+296
| +10% | +$148K | 0.59% | 33 |
|
|
2024
Q1 | $1.37M | Sell |
2,851
-64
| -2% | -$30.8K | 0.67% | 28 |
|
|
2023
Q4 | $1.27M | Sell |
2,915
-85
| -3% | -$37.1K | 0.61% | 37 |
|
|
2023
Q3 | $1.18M | Buy |
3,000
+204
| +7% | +$80.1K | 0.65% | 39 |
|
|
2023
Q2 | $1.14M | Hold |
2,796
| – | – | 0.65% | 38 |
|
|
2023
Q1 | $1.05M | Sell |
2,796
-1,015
| -27% | -$382K | 0.67% | 42 |
|
|
2022
Q4 | $1.34M | Sell |
3,811
-443
| -10% | -$156K | 0.96% | 22 |
|
|
2022
Q3 | $1.4M | Sell |
4,254
-405
| -9% | -$133K | 1% | 25 |
|
|
2022
Q2 | $1.62M | Buy |
4,659
+419
| +10% | +$145K | 0.92% | 26 |
|
|
2022
Q1 | $1.76M | Buy |
4,240
+256
| +6% | +$106K | 0.84% | 28 |
|
|
2021
Q4 | $1.74M | Buy |
3,984
+2
| +0.1% | +$873 | 0.8% | 29 |
|
|
2021
Q3 | $1.57M | Buy |
3,982
+44
| +1% | +$17.4K | 0.82% | 30 |
|
|
2021
Q2 | $1.55M | Buy |
3,938
+86
| +2% | +$33.9K | 0.83% | 28 |
|
|
2021
Q1 | $1.4M | Buy |
3,852
+2,231
| +138% | +$813K | 0.8% | 27 |
|
|
2020
Q4 | $557K | Buy |
1,621
+731
| +82% | +$251K | 0.36% | 86 |
|
|
2020
Q3 | $273K | Hold |
890
| – | – | 0.24% | 135 |
|
|
2020
Q2 | $252K | Buy |
+890
| New | +$252K | 0.27% | 117 |
|
|
2020
Q1 | – | Sell |
-699
| Closed | -$206K | – | 166 |
|
|
2019
Q4 | $206K | Buy |
+699
| New | +$206K | 0.18% | 151 |
|