Bradley & Co Private Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.11K | Hold |
9
| – | – | ﹤0.01% | 142 |
|
|
2025
Q1 | $4.63K | Hold |
9
| – | – | ﹤0.01% | 145 |
|
|
2024
Q4 | $4.85K | Buy |
+9
| New | +$4.85K | ﹤0.01% | 142 |
|
|
2024
Q2 | $4.5K | Hold |
9
| – | – | ﹤0.01% | 141 |
|
|
2024
Q1 | $4.33K | Hold |
9
| – | – | ﹤0.01% | 143 |
|
|
2023
Q4 | $3.93K | Buy |
9
+2
| +29% | +$874 | ﹤0.01% | 158 |
|
|
2023
Q3 | $2.75K | Hold |
7
| – | – | ﹤0.01% | 147 |
|
|
2023
Q2 | $2.85K | Buy |
+7
| New | +$2.85K | ﹤0.01% | 149 |
|