BWA
Boulder 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
Q1 | $210K | Hold |
409
| – | – | 0.12% | 24 |
|
|
2024
Q4 | $220K | Sell |
409
-36
| -8% | -$19.4K | 0.11% | 26 |
|
|
2024
Q3 | $235K | Hold |
445
| – | – | 0.13% | 24 |
|
|
2024
Q2 | $223K | Hold |
445
| – | – | 0.13% | 23 |
|
|
2024
Q1 | $214K | Buy |
+445
| New | +$214K | 0.13% | 23 |
|
|
2022
Q4 | $137K | Buy |
+390
| New | +$137K | 0.12% | 20 |
|