BPWA
Beacon Pointe Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $22.7M | Buy |
76,792
+11,375
| +17% | +$3.37M | 4.18% | 2 |
|
|
2019
Q3 | $17.8M | Buy |
65,417
+20,537
| +46% | +$5.6M | 3.76% | 3 |
|
|
2019
Q2 | $12.1M | Buy |
44,880
+2,828
| +7% | +$761K | 2.55% | 9 |
|
|
2019
Q1 | $10.9M | Buy |
42,052
+36,274
| +628% | +$9.41M | 2.49% | 9 |
|
|
2018
Q4 | $1.33M | Buy |
+5,778
| New | +$1.33M | 0.48% | 49 |
|