Beacon Wealthcare LLC’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
1,891
+1,305
| +223% | +$741K | 0.41% | 10 |
|
|
2025
Q1 | $301K | Buy |
586
+33
| +6% | +$17K | 0.12% | 17 |
|
|
2024
Q4 | $298K | Sell |
553
-663
| -55% | -$357K | 0.12% | 17 |
|
|
2024
Q3 | $642K | Buy |
1,216
+468
| +63% | +$247K | 0.26% | 13 |
|
|
2024
Q2 | $374K | Sell |
748
-168
| -18% | -$84K | 0.16% | 16 |
|
|
2024
Q1 | $440K | Sell |
916
-160
| -15% | -$76.9K | 0.2% | 16 |
|
|
2023
Q4 | $470K | Buy |
1,076
+108
| +11% | +$47.2K | 0.23% | 14 |
|
|
2023
Q3 | $380K | Buy |
968
+371
| +62% | +$146K | 0.2% | 14 |
|
|
2023
Q2 | $243K | Hold |
597
| – | – | 0.12% | 15 |
|
|
2023
Q1 | $225K | Hold |
597
| – | – | 0.12% | 14 |
|
|
2022
Q4 | $210K | Buy |
+597
| New | +$210K | 0.12% | 15 |
|
|
2022
Q2 | – | Sell |
-576
| Closed | -$239K | – | 12 |
|
|
2022
Q1 | $239K | Hold |
576
| – | – | 0.12% | 12 |
|
|
2021
Q4 | $251K | Hold |
576
| – | – | 0.11% | 12 |
|
|
2021
Q3 | $227K | Hold |
576
| – | – | 0.11% | 11 |
|
|
2021
Q2 | $227K | Hold |
576
| – | – | 0.11% | 12 |
|
|
2021
Q1 | $210K | Buy |
+576
| New | +$210K | 0.11% | 11 |
|