Bryant Woods Investment Advisors’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 | $23.6M | Buy |
41,573
+1,001
| +2% | +$569K | 10.19% | 3 |
|
|
2025
Q1 | $20.9M | Buy |
40,572
+1,901
| +5% | +$977K | 10.03% | 3 |
|
|
2024
Q4 | $20.8M | Buy |
38,671
+2,919
| +8% | +$1.57M | 10.09% | 3 |
|
|
2024
Q3 | $18.9M | Buy |
35,752
+10,267
| +40% | +$5.42M | 9.61% | 3 |
|
|
2024
Q2 | $10M | Sell |
25,485
-7,809
| -23% | -$3.07M | 7.28% | 5 |
|
|
2024
Q1 | $16M | Buy |
33,294
+3,395
| +11% | +$1.63M | 9.44% | 3 |
|
|
2023
Q4 | $13.1M | Buy |
29,899
+4,414
| +17% | +$1.93M | 8.33% | 3 |
|
|
2023
Q3 | $10M | Buy |
25,485
+3,486
| +16% | +$1.37M | 7.28% | 5 |
|
|
2023
Q2 | $8.96M | Buy |
21,999
+1,007
| +5% | +$410K | 6.37% | 6 |
|
|
2023
Q1 | $7.89M | Buy |
20,992
+2,977
| +17% | +$1.12M | 6.1% | 6 |
|
|
2022
Q4 | $6.33M | Buy |
18,015
+1,481
| +9% | +$520K | 5.37% | 6 |
|
|
2022
Q3 | $5.43M | Buy |
16,534
+4,864
| +42% | +$1.6M | 5.12% | 7 |
|
|
2022
Q2 | $4.05M | Buy |
11,670
+3,026
| +35% | +$1.05M | 3.82% | 8 |
|
|
2022
Q1 | $3.59M | Buy |
8,644
+2,030
| +31% | +$843K | 2.9% | 10 |
|
|
2021
Q4 | $2.89M | Buy |
+6,614
| New | +$2.89M | 2.25% | 12 |
|