BWM
Birchcreek Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Buy |
1,692
+205
| +14% | +$81.3K | 0.38% | 47 |
|
|
2025
Q1 | $497K | Buy |
1,487
+188
| +14% | +$62.9K | 0.31% | 58 |
|
|
2024
Q4 | $476K | Buy |
1,299
+194
| +18% | +$71K | 0.3% | 65 |
|
|
2024
Q3 | $382K | Buy |
1,105
+422
| +62% | +$146K | 0.25% | 78 |
|
|
2024
Q2 | $228K | Buy |
+683
| New | +$228K | 0.13% | 133 |
|