BBA
Braun-Bostich & Associates’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 | $5.22M | Sell |
9,182
-6,139
| -40% | -$3.49M | 3.56% | 6 |
|
|
2025
Q1 | $7.87M | Sell |
15,321
-9,742
| -39% | -$5.01M | 5.83% | 1 |
|
|
2024
Q4 | $13.5M | Buy |
25,063
+192
| +0.8% | +$103K | 9.73% | 1 |
|
|
2024
Q3 | $13.1M | Sell |
24,871
-6,129
| -20% | -$3.23M | 9.15% | 1 |
|
|
2024
Q2 | $15.5M | Buy |
31,000
+2,887
| +10% | +$1.44M | 11.53% | 1 |
|
|
2024
Q1 | $13.5M | Buy |
28,113
+14,492
| +106% | +$6.97M | 11.31% | 1 |
|
|
2023
Q4 | $5.95M | Buy |
13,621
+96
| +0.7% | +$41.9K | 5.37% | 1 |
|
|
2023
Q3 | $5.31M | Buy |
+13,525
| New | +$5.31M | 9.91% | 2 |
|
|
2021
Q4 | – | Sell |
-516
| Closed | -$204K | – | 151 |
|
|
2021
Q3 | $204K | Sell |
516
-58
| -10% | -$22.9K | 0.38% | 65 |
|
|
2021
Q2 | $226K | Sell |
574
-272
| -32% | -$107K | 0.41% | 61 |
|
|
2021
Q1 | $308K | Buy |
846
+225
| +36% | +$81.9K | 0.59% | 45 |
|
|
2020
Q4 | $213K | Sell |
621
-13,285
| -96% | -$4.56M | 0.43% | 57 |
|
|
2020
Q3 | $4.28M | Buy |
13,906
+13,132
| +1,697% | +$4.04M | 4.25% | 7 |
|
|
2020
Q2 | $219K | Buy |
774
+447
| +137% | +$126K | 0.21% | 69 |
|
|
2020
Q1 | $74K | Hold |
327
| – | – | 0.09% | 113 |
|
|
2019
Q4 | $98K | Buy |
+327
| New | +$98K | 0.1% | 116 |
|
|
2019
Q3 | – | Sell |
-688
| Closed | -$185K | – | 295 |
|
|
2019
Q2 | $185K | Sell |
688
-239
| -26% | -$64.3K | 0.19% | 99 |
|
|
2019
Q1 | $241K | Sell |
927
-5,058
| -85% | -$1.31M | 0.25% | 86 |
|
|
2018
Q4 | $1.38M | Buy |
+5,985
| New | +$1.38M | 1.46% | 16 |
|