BFC
Bedel Financial Consulting’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
3,877
+629
| +19% | +$357K | 0.3% | 44 |
|
|
2025
Q1 | $1.67M | Buy |
3,248
+296
| +10% | +$152K | 0.24% | 56 |
|
|
2024
Q4 | $1.64M | Sell |
2,952
-26
| -0.9% | -$14.4K | 0.23% | 59 |
|
|
2024
Q3 | $1.57M | Buy |
2,978
+38
| +1% | +$20.1K | 0.22% | 59 |
|
|
2024
Q2 | $1.47M | Buy |
2,940
+92
| +3% | +$46K | 0.22% | 57 |
|
|
2024
Q1 | $1.37M | Sell |
2,848
-25
| -0.9% | -$12K | 0.21% | 64 |
|
|
2023
Q4 | $1.25M | Buy |
2,873
+7
| +0.2% | +$3.06K | 0.23% | 60 |
|
|
2023
Q3 | $1.13M | Buy |
2,866
+139
| +5% | +$54.6K | 0.23% | 61 |
|
|
2023
Q2 | $1.11M | Buy |
2,727
+29
| +1% | +$11.8K | 0.23% | 62 |
|
|
2023
Q1 | $1.01M | Buy |
2,698
+192
| +8% | +$72.2K | 0.25% | 62 |
|
|
2022
Q4 | $881K | Sell |
2,506
-76
| -3% | -$26.7K | 0.22% | 65 |
|
|
2022
Q3 | $901K | Buy |
2,582
+139
| +6% | +$48.5K | 0.24% | 60 |
|
|
2022
Q2 | $847K | Buy |
2,443
+270
| +12% | +$93.6K | 0.25% | 53 |
|
|
2022
Q1 | $902K | Buy |
2,173
+1
| +0% | +$415 | 0.28% | 54 |
|
|
2021
Q4 | $948K | Sell |
2,172
-46
| -2% | -$20.1K | 0.29% | 54 |
|
|
2021
Q3 | $875K | Buy |
2,218
+23
| +1% | +$9.07K | 0.3% | 50 |
|
|
2021
Q2 | $864K | Sell |
2,195
-27
| -1% | -$10.6K | 0.3% | 48 |
|
|
2021
Q1 | $810K | Sell |
2,222
-52
| -2% | -$19K | 0.31% | 50 |
|
|
2020
Q4 | $781K | Sell |
2,274
-14
| -0.6% | -$4.81K | 0.35% | 44 |
|
|
2020
Q3 | $704K | Buy |
2,288
+7
| +0.3% | +$2.15K | 0.35% | 42 |
|
|
2020
Q2 | $646K | Buy |
2,281
+67
| +3% | +$19K | 0.35% | 45 |
|
|
2020
Q1 | $524K | Buy |
2,214
+1
| +0% | +$237 | 0.35% | 44 |
|
|
2019
Q4 | $655K | Sell |
2,213
-22
| -1% | -$6.51K | 0.37% | 45 |
|
|
2019
Q3 | $609K | Hold |
2,235
| – | – | 0.37% | 52 |
|
|
2019
Q2 | $602K | Buy |
2,235
+337
| +18% | +$90.8K | 0.37% | 52 |
|
|
2019
Q1 | $493K | Hold |
1,898
| – | – | 0.31% | 63 |
|
|
2018
Q4 | $436K | Hold |
1,898
| – | – | 0.31% | 62 |
|
|
2018
Q3 | $488K | Hold |
1,898
| – | – | 0.33% | 61 |
|
|
2018
Q2 | $474K | Sell |
1,898
-142
| -7% | -$35.5K | 0.35% | 60 |
|
|
2018
Q1 | $494K | Hold |
2,040
| – | – | 0.38% | 54 |
|
|
2017
Q4 | $500K | Buy |
+2,040
| New | +$500K | 0.45% | 53 |
|