Bridgewealth Advisory Group’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 | $8.98M | Buy |
15,807
+11,163
| +240% | +$6.34M | 2.28% | 13 |
|
|
2025
Q1 | $2.39M | Sell |
4,644
-9,613
| -67% | -$4.94M | 3.14% | 8 |
|
|
2024
Q4 | $7.99M | Buy |
14,257
+198
| +1% | +$111K | 2.26% | 15 |
|
|
2024
Q3 | $7.42M | Buy |
14,059
+50
| +0.4% | +$26.4K | 2.7% | 13 |
|
|
2024
Q2 | $7.01M | Sell |
14,009
-112
| -0.8% | -$56K | 3.1% | 10 |
|
|
2024
Q1 | $6.79M | Buy |
14,121
+247
| +2% | +$119K | 3.32% | 9 |
|
|
2023
Q4 | $6.06M | Buy |
13,874
+588
| +4% | +$257K | 4.64% | 5 |
|
|
2023
Q3 | $5.22M | Buy |
13,286
+2,894
| +28% | +$1.14M | 6.41% | 4 |
|
|
2023
Q2 | $4.23M | Buy |
10,392
+192
| +2% | +$78.2K | 6.88% | 4 |
|
|
2023
Q1 | $3.84M | Buy |
10,200
+1
| +0% | +$376 | 7.07% | 4 |
|
|
2022
Q4 | $3.58M | Buy |
+10,199
| New | +$3.58M | 7.03% | 4 |
|