BSW
Buckingham Strategic Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $30.4M | Buy |
60,719
+752
| +1% | +$376K | 0.31% | 49 |
|
|
2024
Q1 | $28.8M | Buy |
59,967
+3,417
| +6% | +$1.64M | 0.3% | 51 |
|
|
2023
Q4 | $24.7M | Sell |
56,550
-3,104
| -5% | -$1.36M | 0.29% | 47 |
|
|
2023
Q3 | $23.4M | Buy |
59,654
+2,199
| +4% | +$864K | 0.33% | 42 |
|
|
2023
Q2 | $23.4M | Buy |
57,455
+19,438
| +51% | +$7.92M | 0.33% | 43 |
|
|
2023
Q1 | $13.4M | Hold |
38,017
| – | – | 0.24% | 55 |
|
|
2022
Q4 | $13.4M | Buy |
38,017
+2,242
| +6% | +$788K | 0.24% | 55 |
|
|
2022
Q3 | $11.7M | Buy |
35,775
+945
| +3% | +$310K | 0.24% | 52 |
|
|
2022
Q2 | $12.1M | Buy |
34,830
+6,206
| +22% | +$2.15M | 0.24% | 52 |
|
|
2022
Q1 | $11.9M | Buy |
28,624
+13,298
| +87% | +$5.52M | 0.23% | 53 |
|
|
2021
Q4 | $6.69M | Sell |
15,326
-18
| -0.1% | -$7.86K | 0.13% | 84 |
|
|
2021
Q3 | $6.05M | Sell |
15,344
-221
| -1% | -$87.2K | 0.12% | 92 |
|
|
2021
Q2 | $6.13M | Buy |
15,565
+1,505
| +11% | +$592K | 0.15% | 87 |
|
|
2021
Q1 | $5.12M | Buy |
14,060
+987
| +8% | +$360K | 0.25% | 86 |
|
|
2020
Q4 | $4.49M | Buy |
13,073
+2,932
| +29% | +$1.01M | 0.24% | 94 |
|
|
2020
Q3 | $3.12M | Buy |
10,141
+658
| +7% | +$202K | 0.24% | 81 |
|
|
2020
Q2 | $2.69M | Sell |
9,483
-1,953
| -17% | -$554K | 0.26% | 79 |
|
|
2020
Q1 | $2.71M | Buy |
11,436
+6,947
| +155% | +$1.65M | 0.26% | 77 |
|
|
2019
Q4 | $1.33M | Buy |
4,489
+862
| +24% | +$255K | 0.13% | 126 |
|
|
2019
Q3 | $989K | Buy |
3,627
+1,501
| +71% | +$409K | 0.11% | 143 |
|
|
2019
Q2 | $572K | Buy |
2,126
+242
| +13% | +$65.1K | 0.06% | 223 |
|
|
2019
Q1 | $489K | Sell |
1,884
-1,514
| -45% | -$393K | 0.06% | 228 |
|
|
2018
Q4 | $781K | Buy |
3,398
+2,460
| +262% | +$565K | 0.12% | 144 |
|
|
2018
Q3 | $251K | Sell |
938
-511
| -35% | -$137K | 0.04% | 301 |
|
|
2018
Q2 | $361K | Buy |
+1,449
| New | +$361K | 0.06% | 235 |
|
|
2018
Q1 | – | Sell |
-1,094
| Closed | -$268K | – | 347 |
|
|
2017
Q4 | $268K | Buy |
+1,094
| New | +$268K | 0.06% | 255 |
|
|
2015
Q3 | – | Sell |
-1,952
| Closed | -$369K | – | 233 |
|
|
2015
Q2 | $369K | Sell |
1,952
-1,326
| -40% | -$251K | 0.12% | 130 |
|
|
2015
Q1 | $620K | Buy |
+3,278
| New | +$620K | 0.23% | 81 |
|
|
2014
Q3 | – | Sell |
-1,462
| Closed | -$262K | – | 194 |
|
|
2014
Q2 | $262K | Sell |
1,462
-472
| -24% | -$84.6K | 0.11% | 127 |
|
|
2014
Q1 | $331K | Hold |
1,934
| – | – | 0.15% | 99 |
|
|
2013
Q4 | $327K | Sell |
1,934
-1,935
| -50% | -$327K | 0.15% | 96 |
|
|
2013
Q3 | $298K | Hold |
3,869
| – | – | 0.16% | 98 |
|
|
2013
Q2 | $284K | Buy |
+3,869
| New | +$284K | 0.16% | 95 |
|