Beacon Wealthcare LLC’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 | $1.1M | Sell |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $301K | Buy |
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|
2024
Q4 | $298K | Sell |
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|
2024
Q3 | $642K | Buy |
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|
2024
Q2 | $374K | Sell |
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|
2024
Q1 | $440K | Sell |
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|
2023
Q4 | $470K | Buy |
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|
2023
Q3 | $380K | Buy |
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|
2023
Q2 | $243K | Hold |
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|
2023
Q1 | $225K | Hold |
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|
2022
Q4 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $239K | Hold |
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|
2021
Q4 | $251K | Hold |
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|
2021
Q3 | $227K | Hold |
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|
2021
Q2 | $227K | Hold |
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|
2021
Q1 | $210K | Buy |
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