BC
Burney Company’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 | $20M | Sell |
35,216
-24
| -0.1% | -$13.6K | 0.68% | 36 |
|
|
2025
Q1 | $18.1M | Buy |
35,240
+2,991
| +9% | +$1.54M | 0.66% | 38 |
|
|
2024
Q4 | $17.4M | Buy |
32,249
+1,098
| +4% | +$592K | 0.61% | 38 |
|
|
2024
Q3 | $16.4M | Hold |
31,151
| – | – | 0.58% | 37 |
|
|
2024
Q2 | $15.6M | Buy |
31,151
+119
| +0.4% | +$59.5K | 0.6% | 37 |
|
|
2024
Q1 | $14.9M | Buy |
31,032
+23
| +0.1% | +$11.1K | 0.57% | 37 |
|
|
2023
Q4 | $13.5M | Sell |
31,009
-4
| -0% | -$1.75K | 0.57% | 35 |
|
|
2023
Q3 | $12.2M | Buy |
31,013
+56
| +0.2% | +$22K | 0.57% | 38 |
|
|
2023
Q2 | $12.6M | Sell |
30,957
-330
| -1% | -$134K | 0.58% | 39 |
|
|
2023
Q1 | $11.8M | Buy |
31,287
+165
| +0.5% | +$62.1K | 0.58% | 40 |
|
|
2022
Q4 | $10.9M | Sell |
31,122
-537
| -2% | -$189K | 0.55% | 42 |
|
|
2022
Q3 | $10.4M | Buy |
31,659
+56
| +0.2% | +$18.4K | 0.57% | 39 |
|
|
2022
Q2 | $11M | Buy |
31,603
+32
| +0.1% | +$11.1K | 0.58% | 43 |
|
|
2022
Q1 | $13.1M | Buy |
31,571
+55
| +0.2% | +$22.8K | 0.6% | 38 |
|
|
2021
Q4 | $13.8M | Buy |
31,516
+116
| +0.4% | +$50.6K | 0.59% | 42 |
|
|
2021
Q3 | $12.4M | Buy |
31,400
+133
| +0.4% | +$52.5K | 0.58% | 44 |
|
|
2021
Q2 | $12.3M | Hold |
31,267
| – | – | 0.57% | 45 |
|
|
2021
Q1 | $11.4M | Buy |
31,267
+80
| +0.3% | +$29.1K | 0.56% | 48 |
|
|
2020
Q4 | $10.7M | Sell |
31,187
-9
| -0% | -$3.09K | 0.59% | 43 |
|
|
2020
Q3 | $9.6M | Buy |
31,196
+630
| +2% | +$194K | 0.59% | 39 |
|
|
2020
Q2 | $8.66M | Buy |
30,566
+174
| +0.6% | +$49.3K | 0.56% | 45 |
|
|
2020
Q1 | $7.2M | Buy |
30,392
+419
| +1% | +$99.2K | 0.55% | 48 |
|
|
2019
Q4 | $8.87M | Buy |
29,973
+583
| +2% | +$172K | 0.49% | 66 |
|
|
2019
Q3 | $8.01M | Buy |
29,390
+894
| +3% | +$244K | 0.48% | 71 |
|
|
2019
Q2 | $7.67M | Buy |
28,496
+915
| +3% | +$246K | 0.47% | 70 |
|
|
2019
Q1 | $7.16M | Buy |
27,581
+2,200
| +9% | +$571K | 0.44% | 74 |
|
|
2018
Q4 | $5.83M | Buy |
25,381
+467
| +2% | +$107K | 0.41% | 76 |
|
|
2018
Q3 | $6.65M | Sell |
24,914
-273
| -1% | -$72.9K | 0.4% | 80 |
|
|
2018
Q2 | $6.28M | Buy |
25,187
+1,936
| +8% | +$483K | 0.37% | 85 |
|
|
2018
Q1 | $5.63M | Sell |
23,251
-302
| -1% | -$73.1K | 0.35% | 91 |
|
|
2017
Q4 | $5.78M | Buy |
23,553
+2,684
| +13% | +$658K | 0.33% | 98 |
|
|
2017
Q3 | $4.8M | Sell |
20,869
-82
| -0.4% | -$18.9K | 0.31% | 107 |
|
|
2017
Q2 | $4.65M | Buy |
20,951
+50
| +0.2% | +$11.1K | 0.3% | 103 |
|
|
2017
Q1 | $4.52M | Buy |
20,901
+9
| +0% | +$1.95K | 0.3% | 103 |
|
|
2016
Q4 | $4.29M | Buy |
20,892
+1,848
| +10% | +$379K | 0.29% | 104 |
|
|
2016
Q3 | $3.79M | Buy |
19,044
+306
| +2% | +$60.9K | 0.27% | 111 |
|
|
2016
Q2 | $3.6M | Buy |
18,738
+923
| +5% | +$177K | 0.26% | 108 |
|
|
2016
Q1 | $3.36M | Buy |
17,815
+340
| +2% | +$64.1K | 0.24% | 112 |
|
|
2015
Q4 | $3.29M | Buy |
17,475
+1,711
| +11% | +$322K | 0.24% | 109 |
|
|
2015
Q3 | $2.77M | Hold |
15,764
| – | – | 0.21% | 124 |
|
|
2015
Q2 | $2.98M | Buy |
15,764
+1,225
| +8% | +$231K | 0.2% | 125 |
|
|
2015
Q1 | $2.75M | Buy |
+14,539
| New | +$2.75M | 0.19% | 134 |
|