BHWM
VOOV icon

Beaird Harris Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Beaird Harris Wealth Management’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.04M Sell
4,733
-710
-13% -$153K 0.07% 72
2026
Q1 		$1.11M Buy
5,443
+24
+0.4% +$5.02K 0.08% 74
2025
Q4 		$1.11M Buy
5,419
+24
+0.4% +$4.86K 0.08% 69
2025
Q3 		$1.08M Buy
5,395
+25
+0.5% +$4.85K 0.08% 67
2025
Q2 		$1.01M Buy
5,370
+24
+0.4% +$4.32K 0.08% 65
2025
Q1 		$985K Buy
5,346
+9
+0.2% +$1.68K 0.08% 62
2024
Q4 		$985K Sell
5,337
-363
-6% -$69.6K 0.09% 64
2024
Q3 		$1.09M Buy
5,700
+5,510
+2,900% +$1.01M 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% 224
2022
Q3 		$24K Sell
190
-150
-44% -$20.5K 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 +$50K 0.02% 236

Other funds holding VOOV

SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
DWA
Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return