Beaird Harris Wealth Management’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 | $65.2M | Buy |
114,747
+7,084
| +7% | +$4.02M | 5.04% | 4 |
|
|
2025
Q1 | $55.3M | Buy |
107,663
+11,503
| +12% | +$5.91M | 4.7% | 4 |
|
|
2024
Q4 | $51.8M | Buy |
96,160
+7,067
| +8% | +$3.81M | 4.47% | 6 |
|
|
2024
Q3 | $47M | Buy |
89,093
+12,394
| +16% | +$6.54M | 4.11% | 7 |
|
|
2024
Q2 | $38.4M | Buy |
76,699
+19,132
| +33% | +$9.57M | 3.61% | 10 |
|
|
2024
Q1 | $27.7M | Buy |
57,567
+4,593
| +9% | +$2.21M | 2.7% | 14 |
|
|
2023
Q4 | $23.1M | Buy |
52,974
+3,813
| +8% | +$1.67M | 2.43% | 15 |
|
|
2023
Q3 | $19.3M | Buy |
49,161
+3,650
| +8% | +$1.43M | 2.31% | 17 |
|
|
2023
Q2 | $18.5M | Sell |
45,511
-825
| -2% | -$336K | 2.22% | 17 |
|
|
2023
Q1 | $17.4M | Buy |
46,336
+5,434
| +13% | +$2.04M | 3.13% | 13 |
|
|
2022
Q4 | $14.4M | Buy |
40,902
+6,211
| +18% | +$2.18M | 2.69% | 15 |
|
|
2022
Q3 | $11.4M | Buy |
34,691
+3,054
| +10% | +$1M | 2.5% | 14 |
|
|
2022
Q2 | $11M | Buy |
31,637
+13,088
| +71% | +$4.54M | 3.02% | 10 |
|
|
2022
Q1 | $7.7M | Buy |
18,549
+12,107
| +188% | +$5.03M | 2.78% | 6 |
|
|
2021
Q4 | $2.81M | Buy |
+6,442
| New | +$2.81M | 1.03% | 13 |
|