BFG
Berger Financial Group’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 | $15.3M | Buy |
26,887
+1,014
| +4% | +$576K | 0.99% | 20 |
|
|
2025
Q1 | $13.3M | Buy |
25,873
+278
| +1% | +$143K | 0.92% | 23 |
|
|
2024
Q4 | $13.8M | Buy |
25,595
+5,736
| +29% | +$3.09M | 0.95% | 23 |
|
|
2024
Q3 | $10.5M | Buy |
19,859
+454
| +2% | +$240K | 0.76% | 33 |
|
|
2024
Q2 | $9.7M | Buy |
19,405
+563
| +3% | +$282K | 0.77% | 31 |
|
|
2024
Q1 | $9.06M | Sell |
18,842
-444
| -2% | -$213K | 0.75% | 31 |
|
|
2023
Q4 | $8.42M | Buy |
19,286
+1,871
| +11% | +$817K | 0.87% | 24 |
|
|
2023
Q3 | $6.84M | Sell |
17,415
-828
| -5% | -$325K | 0.79% | 27 |
|
|
2023
Q2 | $7.43M | Buy |
18,243
+790
| +5% | +$322K | 0.84% | 26 |
|
|
2023
Q1 | $6.56M | Buy |
17,453
+677
| +4% | +$255K | 0.79% | 30 |
|
|
2022
Q4 | $5.89M | Sell |
16,776
-479
| -3% | -$168K | 0.78% | 32 |
|
|
2022
Q3 | $5.67M | Buy |
17,255
+296
| +2% | +$97.2K | 0.83% | 29 |
|
|
2022
Q2 | $5.88M | Buy |
16,959
+11,069
| +188% | +$3.84M | 0.86% | 28 |
|
|
2022
Q1 | $2.45M | Sell |
5,890
-25
| -0.4% | -$10.4K | 0.31% | 77 |
|
|
2021
Q4 | $2.58M | Sell |
5,915
-386
| -6% | -$168K | 0.34% | 77 |
|
|
2021
Q3 | $2.49M | Buy |
6,301
+40
| +0.6% | +$15.8K | 0.45% | 64 |
|
|
2021
Q2 | $2.46M | Buy |
6,261
+54
| +0.9% | +$21.3K | 0.45% | 64 |
|
|
2021
Q1 | $2.26M | Sell |
6,207
-23
| -0.4% | -$8.38K | 0.49% | 62 |
|
|
2020
Q4 | $2.14M | Buy |
+6,230
| New | +$2.14M | 0.37% | 78 |
|