Beckerman Institutional’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
$724K Hold
1,274
0.48% 50
2025
Q1
$655K Buy
1,274
+133
+12% +$68.4K 0.47% 56
2024
Q4
$615K Sell
1,141
-205
-15% -$110K 0.49% 52
2024
Q3
$710K Buy
+1,346
New +$710K 0.6% 49