BCM
BTC Capital Management’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 | $11.1M | Buy |
19,570
+48
| +0.2% | +$27.3K | 0.91% | 29 |
|
2025
Q1 | $10M | Buy |
19,522
+11,022
| +130% | +$5.66M | 0.92% | 33 |
|
2024
Q4 | $4.58M | Hold |
8,500
| – | – | 0.42% | 69 |
|
2024
Q3 | $4.49M | Hold |
8,500
| – | – | 0.4% | 76 |
|
2024
Q2 | $4.25M | Hold |
8,500
| – | – | 0.39% | 75 |
|
2024
Q1 | $4.09M | Buy |
+8,500
| New | +$4.09M | 0.37% | 83 |
|
2023
Q3 | $3.34M | Hold |
8,500
| – | – | 0.39% | 84 |
|
2023
Q2 | $3.46M | Sell |
8,500
-17,628
| -67% | -$7.18M | 0.37% | 90 |
|
2023
Q1 | $9.83M | Buy |
26,128
+13,336
| +104% | +$5.02M | 1.13% | 24 |
|
2022
Q4 | $4M | Buy |
12,792
+4,292
| +50% | +$1.34M | 0.48% | 74 |
|
2022
Q3 | $2.79M | Hold |
8,500
| – | – | 0.36% | 89 |
|
2022
Q2 | $2.95M | Sell |
8,500
-4
| -0% | -$1.39K | 0.36% | 89 |
|
2022
Q1 | $3.53M | Buy |
8,504
+4
| +0% | +$1.66K | 0.35% | 86 |
|
2021
Q4 | $3.71M | Hold |
8,500
| – | – | 0.37% | 84 |
|
2021
Q3 | $3.35M | Buy |
+8,500
| New | +$3.35M | 0.38% | 87 |
|