BOPW
Brandywine Oak Private Wealth’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 | $807K | Buy |
1,421
+120
| +9% | +$68.1K | 0.07% | 115 |
|
|
2025
Q1 | $668K | Hold |
1,301
| – | – | 0.07% | 126 |
|
|
2024
Q4 | $701K | Buy |
1,301
+320
| +33% | +$172K | 0.07% | 125 |
|
|
2024
Q3 | $517K | Buy |
981
+5
| +0.5% | +$2.64K | 0.05% | 148 |
|
|
2024
Q2 | $488K | Hold |
976
| – | – | 0.05% | 149 |
|
|
2024
Q1 | $469K | Sell |
976
-82
| -8% | -$39.4K | 0.05% | 151 |
|
|
2023
Q4 | $462K | Buy |
1,058
+1
| +0.1% | +$437 | 0.05% | 153 |
|
|
2023
Q3 | $415K | Sell |
1,057
-238
| -18% | -$93.4K | 0.05% | 155 |
|
|
2023
Q2 | $528K | Buy |
1,295
+48
| +4% | +$19.6K | 0.06% | 151 |
|
|
2023
Q1 | $469K | Buy |
1,247
+1
| +0.1% | +$376 | 0.05% | 163 |
|
|
2022
Q4 | $438K | Buy |
1,246
+254
| +26% | +$89.3K | 0.05% | 163 |
|
|
2022
Q3 | $325K | Sell |
992
-36
| -4% | -$11.8K | 0.04% | 195 |
|
|
2022
Q2 | $356K | Hold |
1,028
| – | – | 0.05% | 213 |
|
|
2022
Q1 | $426K | Buy |
1,028
+159
| +18% | +$65.9K | 0.05% | 213 |
|
|
2021
Q4 | $394K | Buy |
869
+1
| +0.1% | +$453 | 0.04% | 221 |
|
|
2021
Q3 | $342K | Buy |
868
+16
| +2% | +$6.3K | 0.04% | 229 |
|
|
2021
Q2 | $335K | Buy |
852
+28
| +3% | +$11K | 0.04% | 236 |
|
|
2021
Q1 | $300K | Hold |
824
| – | – | 0.04% | 207 |
|
|
2020
Q4 | $283K | Buy |
824
+26
| +3% | +$8.93K | 0.04% | 204 |
|
|
2020
Q3 | $245K | Buy |
798
+2
| +0.3% | +$614 | 0.04% | 218 |
|
|
2020
Q2 | $225K | Buy |
+796
| New | +$225K | 0.04% | 222 |
|
|
2019
Q1 | – | Sell |
-224
| Closed | -$51K | – | 619 |
|
|
2018
Q4 | $51K | Buy |
+224
| New | +$51K | 0.01% | 355 |
|