BMS Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$437K Sell
2023
Q1
$414K Sell
2022
Q4
$492K Buy
2022
Q3
$350K Sell
2022
Q2
$492K Buy
2022
Q1
$450K Sell
2021
Q4
$492K Buy