Beaird Harris Wealth Management’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 | $82.1M | Buy |
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|
2025
Q2 | $65.2M | Buy |
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|
2025
Q1 | $55.3M | Buy |
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|
2024
Q4 | $51.8M | Buy |
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|
2024
Q3 | $47M | Buy |
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|
2024
Q2 | $38.4M | Buy |
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|
2024
Q1 | $27.7M | Buy |
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|
2023
Q4 | $23.1M | Buy |
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|
2023
Q3 | $19.3M | Buy |
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|
2023
Q2 | $18.5M | Sell |
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|
2023
Q1 | $17.4M | Buy |
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|
2022
Q4 | $14.4M | Buy |
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|
2022
Q3 | $11.4M | Buy |
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|
2022
Q2 | $11M | Buy |
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|
2022
Q1 | $7.7M | Buy |
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|
2021
Q4 | $2.81M | Buy |
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