BMD
Better Money Decisions’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 | $6.99M | Sell |
12,299
-883
| -7% | -$502K | 4.24% | 7 |
|
|
2025
Q1 | $6.77M | Sell |
13,182
-1,176
| -8% | -$604K | 4.52% | 7 |
|
|
2024
Q4 | $7.74M | Buy |
14,358
+438
| +3% | +$236K | 5.36% | 7 |
|
|
2024
Q3 | $7.34M | Sell |
13,920
-214
| -2% | -$113K | 5.21% | 7 |
|
|
2024
Q2 | $7.07M | Buy |
14,134
+1,716
| +14% | +$858K | 5.32% | 7 |
|
|
2024
Q1 | $5.97M | Buy |
12,418
+176
| +1% | +$84.6K | 4.73% | 8 |
|
|
2023
Q4 | $5.35M | Buy |
12,242
+942
| +8% | +$411K | 4.44% | 7 |
|
|
2023
Q3 | $4.44M | Buy |
11,300
+297
| +3% | +$117K | 3.91% | 7 |
|
|
2023
Q2 | $4.48M | Buy |
11,003
+482
| +5% | +$196K | 3.65% | 7 |
|
|
2023
Q1 | $3.96M | Buy |
10,521
+943
| +10% | +$355K | 3.34% | 8 |
|
|
2022
Q4 | $3.37M | Buy |
9,578
+984
| +11% | +$346K | 2.92% | 9 |
|
|
2022
Q3 | $2.82M | Buy |
8,594
+1,100
| +15% | +$361K | 2.75% | 9 |
|
|
2022
Q2 | $2.6M | Buy |
7,494
+1,333
| +22% | +$462K | 2.2% | 10 |
|
|
2022
Q1 | $2.56M | Buy |
6,161
+2,948
| +92% | +$1.22M | 2.4% | 11 |
|
|
2021
Q4 | $1.4M | Buy |
3,213
+1,048
| +48% | +$458K | 1.18% | 16 |
|
|
2021
Q3 | $854K | Buy |
2,165
+648
| +43% | +$256K | 0.7% | 28 |
|
|
2021
Q2 | $597K | Buy |
1,517
+295
| +24% | +$116K | 0.53% | 32 |
|
|
2021
Q1 | $445K | Buy |
+1,222
| New | +$445K | 0.46% | 31 |
|