BWM
Birchcreek Wealth Management’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 | $224K | Hold |
394
| – | – | 0.13% | 102 |
|
|
2025
Q1 | $202K | Hold |
394
| – | – | 0.13% | 114 |
|
|
2024
Q4 | $212K | Sell |
394
-4
| -1% | -$2.16K | 0.13% | 114 |
|
|
2024
Q3 | $210K | Sell |
398
-5
| -1% | -$2.64K | 0.14% | 112 |
|
|
2024
Q2 | $202K | Buy |
+403
| New | +$202K | 0.11% | 147 |
|
|
2021
Q1 | – | Sell |
-506
| Closed | -$173K | – | 293 |
|
|
2020
Q4 | $173K | Buy |
+506
| New | +$173K | 0.17% | 109 |
|