BAWC
Boyce & Associates Wealth Consulting’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 | $1.92M | Buy |
3,608
+1,991
| +123% | +$1.06M | 1.76% | 15 |
|
|
2025
Q1 | $831K | Hold |
1,617
| – | – | 0.83% | 26 |
|
|
2024
Q4 | $871K | Buy |
1,617
+63
| +4% | +$33.9K | 0.88% | 27 |
|
|
2024
Q3 | $820K | Hold |
1,554
| – | – | 0.85% | 23 |
|
|
2024
Q2 | $777K | Buy |
1,554
+4
| +0.3% | +$2K | 0.91% | 21 |
|
|
2024
Q1 | $745K | Buy |
1,550
+5
| +0.3% | +$2.4K | 0.96% | 19 |
|
|
2023
Q4 | $675K | Hold |
1,545
| – | – | 0.98% | 18 |
|
|
2023
Q3 | $607K | Hold |
1,545
| – | – | 1.01% | 18 |
|
|
2023
Q2 | $629K | Hold |
1,545
| – | – | 1.05% | 18 |
|
|
2023
Q1 | $581K | Buy |
+1,545
| New | +$581K | 1.04% | 23 |
|
|
2022
Q2 | – | Sell |
-7,500
| Closed | -$3.11M | – | 57 |
|
|
2022
Q1 | $3.11M | Buy |
+7,500
| New | +$3.11M | 4.65% | 5 |
|