Beam Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $944K | Sell |
|
|||||
|
2023
Q4 | $1.75M | Buy |
|
|||||
|
2023
Q3 | $1.24M | Buy |
|
|||||
|
2023
Q2 | $531K | Buy |
|
|||||
|
2023
Q1 | $454K | Buy |
|
|||||
|
2022
Q4 | $414K | Sell |
|
|||||
|
2022
Q3 | $425K | Buy |
|
|||||
|
2022
Q2 | $445K | Buy |
|
|||||
|
2022
Q1 | $425K | Sell |
|
|||||
|
2021
Q4 | $513K | Sell |
|
|||||
|
2021
Q3 | $554K | Buy |
|
|||||
|
2021
Q2 | $528K | Buy |
|
|||||
|
2021
Q1 | $281K | Buy |
|
|||||
|
2020
Q4 | $239K | Buy |
|