Beacon Financial Advisory’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 | $1.12M | Sell |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $1.46M | Buy |
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|
2024
Q3 | $1.37M | Sell |
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $1.37M | Sell |
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|
2023
Q4 | $1.27M | Sell |
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|
2023
Q3 | $1.18M | Buy |
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|
2023
Q2 | $1.14M | Hold |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.34M | Sell |
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|
2022
Q3 | $1.4M | Sell |
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|
2022
Q2 | $1.62M | Buy |
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|
2022
Q1 | $1.76M | Buy |
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|
2021
Q4 | $1.74M | Buy |
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|
2021
Q3 | $1.57M | Buy |
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|
2021
Q2 | $1.55M | Buy |
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|
2021
Q1 | $1.4M | Buy |
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|
2020
Q4 | $557K | Buy |
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|
2020
Q3 | $273K | Hold |
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|
2020
Q2 | $252K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Buy |
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