BSW Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.23M | Sell |
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|
2025
Q2 | $6.84M | Sell |
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|
2025
Q1 | $6.5M | Buy |
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|
2024
Q4 | $6.49M | Buy |
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|
2024
Q3 | $5.99M | Buy |
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|
2024
Q2 | $5.61M | Sell |
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|
2024
Q1 | $5.51M | Buy |
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|
2023
Q4 | $4.95M | Sell |
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|
2023
Q3 | $5.45M | Sell |
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|
2023
Q2 | $5.78M | Sell |
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|
2023
Q1 | $5.52M | Sell |
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|
2022
Q4 | $5.33M | Buy |
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|
2022
Q3 | $2.17M | Sell |
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|
2022
Q2 | $2.3M | Sell |
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|
2022
Q1 | $2.89M | Sell |
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|
2021
Q4 | $3.05M | Buy |
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|
2021
Q3 | $2.73M | Sell |
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|
2021
Q2 | $2.84M | Sell |
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|
2021
Q1 | $2.66M | Sell |
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|
2020
Q4 | $4.13M | Sell |
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|
2020
Q3 | $3.73M | Buy |
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|
2020
Q2 | $3.23M | Sell |
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|
2020
Q1 | $3.83M | Sell |
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|
2019
Q4 | $4.93M | Buy |
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|
2019
Q3 | $4.53M | Sell |
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|
2019
Q2 | $4.52M | Buy |
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|
2019
Q1 | $4.33M | Sell |
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|
2018
Q4 | $3.97M | Buy |
|