Beaird Harris Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
5,370
+24
| +0.4% | +$4.53K | 0.08% | 65 |
|
|
2025
Q1 | $985K | Buy |
5,346
+9
| +0.2% | +$1.66K | 0.08% | 62 |
|
|
2024
Q4 | $985K | Sell |
5,337
-363
| -6% | -$67K | 0.09% | 64 |
|
|
2024
Q3 | $1.09M | Buy |
5,700
+5,510
| +2,900% | +$1.05M | 0.1% | 62 |
|
|
2024
Q2 | $33.4K | Hold |
190
| – | – | ﹤0.01% | 257 |
|
|
2024
Q1 | $34.3K | Hold |
190
| – | – | ﹤0.01% | 232 |
|
|
2023
Q4 | $31.9K | Hold |
190
| – | – | ﹤0.01% | 218 |
|
|
2023
Q3 | $28.3K | Hold |
190
| – | – | ﹤0.01% | 205 |
|
|
2023
Q2 | $29.6K | Hold |
190
| – | – | ﹤0.01% | 202 |
|
|
2023
Q1 | $27.9K | Hold |
190
| – | – | 0.01% | 205 |
|
|
2022
Q4 | $26.6K | Hold |
190
| – | – | 0.01% | 223 |
|
|
2022
Q3 | $24K | Sell |
190
-150
| -44% | -$18.9K | 0.01% | 220 |
|
|
2022
Q2 | $45K | Hold |
340
| – | – | 0.01% | 144 |
|
|
2022
Q1 | $51K | Hold |
340
| – | – | 0.02% | 190 |
|
|
2021
Q4 | $51K | Buy |
+340
| New | +$51K | 0.02% | 236 |
|