BWCS
Beirne Wealth Consulting Services’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 | $3.34M | Buy |
5,856
+3,000
| +105% | +$1.71M | 1.08% | 26 |
|
|
2025
Q1 | $1.47M | Buy |
2,856
+9
| +0.3% | +$4.63K | 0.52% | 35 |
|
|
2024
Q4 | $1.53M | Buy |
2,847
+17
| +0.6% | +$9.16K | 0.55% | 34 |
|
|
2024
Q3 | $1.5M | Buy |
2,830
+9
| +0.3% | +$4.77K | 0.53% | 35 |
|
|
2024
Q2 | $1.42M | Hold |
2,821
| – | – | 0.57% | 36 |
|
|
2024
Q1 | $1.36M | Buy |
2,821
+9
| +0.3% | +$4.33K | 0.58% | 33 |
|
|
2023
Q4 | $1.23M | Buy |
+2,812
| New | +$1.23M | 0.61% | 32 |
|
|
2023
Q2 | – | Sell |
-2,791
| Closed | -$1.05M | – | 105 |
|
|
2023
Q1 | $1.05M | Buy |
+2,791
| New | +$1.05M | 0.74% | 28 |
|
|
2022
Q4 | – | Sell |
-7,935
| Closed | -$2.62M | – | 119 |
|
|
2022
Q3 | $2.62M | Buy |
7,935
+5,189
| +189% | +$1.71M | 0.99% | 18 |
|
|
2022
Q2 | $957K | Sell |
2,746
-741
| -21% | -$258K | 0.63% | 30 |
|
|
2022
Q1 | $1.45M | Buy |
3,487
+2,569
| +280% | +$1.07M | 0.81% | 27 |
|
|
2021
Q4 | $401K | Buy |
+918
| New | +$401K | 0.22% | 60 |
|
|
2020
Q1 | – | Sell |
-1,453
| Closed | -$430K | – | 96 |
|
|
2019
Q4 | $430K | Sell |
1,453
-354
| -20% | -$105K | 0.38% | 48 |
|
|
2019
Q3 | $495K | Hold |
1,807
| – | – | 0.41% | 63 |
|
|
2019
Q2 | $489K | Sell |
1,807
-75
| -4% | -$20.3K | 0.44% | 67 |
|
|
2019
Q1 | $488K | Sell |
1,882
-155
| -8% | -$40.2K | 0.38% | 79 |
|
|
2018
Q4 | $468K | Buy |
+2,037
| New | +$468K | 0.4% | 77 |
|