BFA
BMS Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $437K | Sell |
1,073
-27
| -2% | -$11K | 0.29% | 56 |
|
|
2023
Q1 | $414K | Sell |
1,100
-28
| -2% | -$10.5K | 0.29% | 81 |
|
|
2022
Q4 | $492K | Buy |
1,128
+61
| +6% | +$26.6K | 0.33% | 60 |
|
|
2022
Q3 | $350K | Sell |
1,067
-61
| -5% | -$20K | 0.25% | 79 |
|
|
2022
Q2 | $492K | Buy |
1,128
+43
| +4% | +$18.8K | 0.32% | 57 |
|
|
2022
Q1 | $450K | Sell |
1,085
-43
| -4% | -$17.8K | 0.29% | 74 |
|
|
2021
Q4 | $492K | Buy |
+1,128
| New | +$492K | 0.31% | 65 |
|