BCM
Blume Capital 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 | $321K | Buy |
565
+10
| +2% | +$5.68K | 0.06% | 95 |
|
2025
Q1 | $285K | Buy |
555
+3
| +0.5% | +$1.54K | 0.06% | 89 |
|
2024
Q4 | $298K | Hold |
552
| – | – | 0.07% | 89 |
|
2024
Q3 | $291K | Hold |
552
| – | – | 0.07% | 88 |
|
2024
Q2 | $276K | Buy |
552
+100
| +22% | +$50K | 0.07% | 88 |
|
2024
Q1 | $217K | Buy |
452
+340
| +304% | +$164K | 0.05% | 94 |
|
2023
Q4 | $49.1K | Hold |
112
| – | – | 0.01% | 174 |
|
2023
Q3 | $44.1K | Buy |
112
+100
| +833% | +$39.4K | 0.01% | 178 |
|
2023
Q2 | $4.99K | Hold |
12
| – | – | ﹤0.01% | 277 |
|
2023
Q1 | $4.6K | Hold |
12
| – | – | ﹤0.01% | 277 |
|
2022
Q4 | $4.29K | Hold |
12
| – | – | ﹤0.01% | 280 |
|
2022
Q3 | $4K | Buy |
12
+6
| +100% | +$2K | ﹤0.01% | 281 |
|
2022
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 297 |
|
2022
Q1 | $3K | Hold |
6
| – | – | ﹤0.01% | 299 |
|
2021
Q4 | $3K | Buy |
6
+1
| +20% | +$500 | ﹤0.01% | 290 |
|
2021
Q3 | $2K | Buy |
5
+1
| +25% | +$400 | ﹤0.01% | 294 |
|
2021
Q2 | $2K | Hold |
4
| – | – | ﹤0.01% | 281 |
|
2021
Q1 | $1K | Buy |
4
+2
| +100% | +$500 | ﹤0.01% | 264 |
|
2020
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 224 |
|