Beacon Financial Planning’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
Q3 | $646K | Sell |
|
|||||
|
2025
Q2 | $632K | Hold |
|
|||||
|
2025
Q1 | $571K | Buy |
|
|||||
|
2024
Q4 | $598K | Sell |
|
|||||
|
2024
Q3 | $616K | Buy |
|
|||||
|
2024
Q2 | $564K | Sell |
|
|||||
|
2024
Q1 | $613K | Sell |
|
|||||
|
2023
Q4 | $616K | Sell |
|
|||||
|
2023
Q3 | $570K | Buy |
|
|||||
|
2023
Q2 | $589K | Hold |
|
|||||
|
2023
Q1 | $544K | Buy |
|
|||||
|
2022
Q4 | $506K | Buy |
|