Bigelow Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
701
-247
| -26% | -$140K | 0.18% | 120 |
|
|
2025
Q1 | $487K | Hold |
948
| – | – | 0.23% | 106 |
|
|
2024
Q4 | $511K | Sell |
948
-67
| -7% | -$36.1K | 0.24% | 106 |
|
|
2024
Q3 | $536K | Sell |
1,015
-252
| -20% | -$133K | 0.24% | 110 |
|
|
2024
Q2 | $634K | Sell |
1,267
-882
| -41% | -$441K | 0.3% | 92 |
|
|
2024
Q1 | $1.03M | Sell |
2,149
-30
| -1% | -$14.4K | 0.51% | 60 |
|
|
2023
Q4 | $952K | Hold |
2,179
| – | – | 0.51% | 60 |
|
|
2023
Q3 | $856K | Hold |
2,179
| – | – | 0.49% | 67 |
|
|
2023
Q2 | $887K | Hold |
2,179
| – | – | 0.48% | 66 |
|
|
2023
Q1 | $819K | Hold |
2,179
| – | – | 0.47% | 69 |
|
|
2022
Q4 | $766K | Hold |
2,179
| – | – | 0.44% | 72 |
|
|
2022
Q3 | $715K | Buy |
2,179
+34
| +2% | +$11.2K | 0.43% | 67 |
|
|
2022
Q2 | $744K | Buy |
+2,145
| New | +$744K | 0.41% | 66 |
|