Bordeaux Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Buy |
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|
2025
Q1 | $3.31M | Buy |
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|
2024
Q4 | $3.33M | Buy |
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|
2024
Q3 | $3.25M | Buy |
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|
2024
Q2 | $3.07M | Buy |
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|
2024
Q1 | $2.76M | Buy |
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|
2023
Q4 | $2.48M | Sell |
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|
2023
Q3 | $2.48M | Buy |
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|
2023
Q2 | $592K | Hold |
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|
2023
Q1 | $547K | Sell |
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|
2022
Q4 | $2.64M | Buy |
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|
2022
Q3 | $486K | Buy |
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|
2022
Q2 | $483K | Buy |
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|
2022
Q1 | $565K | Buy |
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|
2021
Q4 | $590K | Hold |
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|
2021
Q3 | $533K | Sell |
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|
2021
Q2 | $536K | Hold |
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|
2021
Q1 | $496K | Hold |
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|
2020
Q4 | $468K | Buy |
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