BWP
Bernardo Wealth Planning’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 | $1.24M | Hold |
2,184
| – | – | 0.27% | 44 |
|
|
2025
Q1 | $1.12M | Buy |
2,184
+6
| +0.3% | +$3.08K | 0.27% | 40 |
|
|
2024
Q4 | $1.16M | Buy |
2,178
+23
| +1% | +$12.3K | 0.28% | 42 |
|
|
2024
Q3 | $1.15M | Buy |
2,155
+3
| +0.1% | +$1.61K | 0.28% | 40 |
|
|
2024
Q2 | $1.08M | Hold |
2,152
| – | – | 0.29% | 40 |
|
|
2024
Q1 | $1.03M | Sell |
2,152
-86
| -4% | -$41.3K | 0.29% | 43 |
|
|
2023
Q4 | $978K | Buy |
2,238
+391
| +21% | +$171K | 0.31% | 41 |
|
|
2023
Q3 | $725K | Sell |
1,847
-20
| -1% | -$7.86K | 0.29% | 41 |
|
|
2023
Q2 | $761K | Buy |
1,867
+20
| +1% | +$8.15K | 0.3% | 43 |
|
|
2023
Q1 | $695K | Sell |
1,847
-356
| -16% | -$134K | 0.3% | 43 |
|
|
2022
Q4 | $774K | Buy |
2,203
+28
| +1% | +$9.84K | 0.36% | 38 |
|
|
2022
Q3 | $748K | Hold |
2,175
| – | – | 0.42% | 36 |
|
|
2022
Q2 | $754K | Buy |
2,175
+1,619
| +291% | +$561K | 0.43% | 37 |
|
|
2022
Q1 | $230K | Hold |
556
| – | – | 0.11% | 78 |
|
|
2021
Q4 | $242K | Buy |
+556
| New | +$242K | 0.12% | 72 |
|
|
2021
Q1 | – | Sell |
-3,690
| Closed | -$1.27M | – | 154 |
|
|
2020
Q4 | $1.27M | Hold |
3,690
| – | – | 0.49% | 36 |
|
|
2020
Q3 | $1.14M | Buy |
+3,690
| New | +$1.14M | 0.51% | 38 |
|