BWM
Birchcreek Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
1,352
+2
| +0.1% | +$377 | 0.14% | 94 |
|
|
2025
Q1 | $249K | Buy |
1,350
+2
| +0.1% | +$368 | 0.16% | 96 |
|
|
2024
Q4 | $249K | Buy |
1,348
+5
| +0.4% | +$923 | 0.16% | 101 |
|
|
2024
Q3 | $256K | Buy |
1,343
+172
| +15% | +$32.8K | 0.17% | 98 |
|
|
2024
Q2 | $206K | Buy |
+1,171
| New | +$206K | 0.12% | 144 |
|