BWA
BlueChip Wealth Advisors’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 | $3.96M | Buy |
6,964
+3,428
| +97% | +$1.95M | 1.76% | 17 |
|
|
2025
Q1 | $1.82M | Buy |
3,536
+12
| +0.3% | +$6.17K | 0.89% | 29 |
|
|
2024
Q4 | $1.9M | Sell |
3,524
-251
| -7% | -$135K | 1.05% | 24 |
|
|
2024
Q3 | $1.99M | Buy |
3,775
+1,355
| +56% | +$715K | 1.04% | 26 |
|
|
2024
Q2 | $1.21M | Buy |
2,420
+10
| +0.4% | +$5K | 0.71% | 34 |
|
|
2024
Q1 | $1.16M | Buy |
2,410
+46
| +2% | +$22.1K | 0.75% | 36 |
|
|
2023
Q4 | $1.03M | Buy |
+2,364
| New | +$1.03M | 0.72% | 36 |
|