BA
Bellwether Advisors’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 | $391K | Sell |
688
-8
| -1% | -$4.54K | 0.07% | 90 |
|
|
2025
Q1 | $358K | Hold |
696
| – | – | 0.07% | 94 |
|
|
2024
Q4 | $375K | Hold |
696
| – | – | 0.07% | 98 |
|
|
2024
Q3 | $367K | Hold |
696
| – | – | 0.07% | 94 |
|
|
2024
Q2 | $348K | Sell |
696
-196
| -22% | -$98K | 0.07% | 96 |
|
|
2024
Q1 | $429K | Hold |
892
| – | – | 0.09% | 95 |
|
|
2023
Q4 | $390K | Sell |
892
-4
| -0.4% | -$1.75K | 0.1% | 96 |
|
|
2023
Q3 | $352K | Buy |
896
+4
| +0.4% | +$1.57K | 0.1% | 96 |
|
|
2023
Q2 | $363K | Hold |
892
| – | – | 0.11% | 71 |
|
|
2023
Q1 | $335K | Sell |
892
-38
| -4% | -$14.3K | 0.09% | 108 |
|
|
2022
Q4 | $327K | Sell |
930
-27
| -3% | -$9.49K | 0.09% | 104 |
|
|
2022
Q3 | $314K | Sell |
957
-101
| -10% | -$33.1K | 0.1% | 91 |
|
|
2022
Q2 | $366K | Hold |
1,058
| – | – | 0.12% | 92 |
|
|
2022
Q1 | $439K | Hold |
1,058
| – | – | 0.13% | 112 |
|
|
2021
Q4 | $461K | Buy |
1,058
+51
| +5% | +$22.2K | 0.14% | 97 |
|
|
2021
Q3 | $397K | Hold |
1,007
| – | – | 0.13% | 121 |
|
|
2021
Q2 | $396K | Buy |
1,007
+589
| +141% | +$232K | 0.14% | 103 |
|
|
2021
Q1 | $152K | Hold |
418
| – | – | 0.06% | 121 |
|
|
2020
Q4 | $143K | Buy |
+418
| New | +$143K | 0.06% | 117 |
|