BWA
Burt Wealth Advisors’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 | $2.43M | Buy |
4,286
+304
| +8% | +$173K | 0.56% | 27 |
|
|
2025
Q1 | $2.05M | Hold |
3,982
| – | – | 0.51% | 28 |
|
|
2024
Q4 | $2.15M | Sell |
3,982
-83
| -2% | -$44.7K | 0.54% | 27 |
|
|
2024
Q3 | $2.14M | Sell |
4,065
-92
| -2% | -$48.5K | 0.53% | 26 |
|
|
2024
Q2 | $2.08M | Hold |
4,157
| – | – | 0.55% | 27 |
|
|
2024
Q1 | $2M | Hold |
4,157
| – | – | 0.51% | 28 |
|
|
2023
Q4 | $1.82M | Sell |
4,157
-50
| -1% | -$21.8K | 0.52% | 27 |
|
|
2023
Q3 | $1.65M | Hold |
4,207
| – | – | 0.51% | 24 |
|
|
2023
Q2 | $1.71M | Buy |
4,207
+85
| +2% | +$34.6K | 0.52% | 23 |
|
|
2023
Q1 | $1.55M | Sell |
4,122
-8
| -0.2% | -$3.01K | 0.48% | 23 |
|
|
2022
Q4 | $1.45M | Buy |
4,130
+3,081
| +294% | +$1.08M | 0.49% | 22 |
|
|
2022
Q3 | $345K | Hold |
1,049
| – | – | 0.14% | 59 |
|
|
2022
Q2 | $364K | Buy |
1,049
+15
| +1% | +$5.21K | 0.13% | 61 |
|
|
2022
Q1 | $429K | Buy |
1,034
+67
| +7% | +$27.8K | 0.13% | 57 |
|
|
2021
Q4 | $422K | Sell |
967
-75
| -7% | -$32.7K | 0.14% | 56 |
|
|
2021
Q3 | $411K | Buy |
1,042
+188
| +22% | +$74.2K | 0.13% | 56 |
|
|
2021
Q2 | $336K | Buy |
854
+8
| +0.9% | +$3.15K | 0.12% | 65 |
|
|
2021
Q1 | $308K | Hold |
846
| – | – | 0.11% | 70 |
|
|
2020
Q4 | $291K | Hold |
846
| – | – | 0.1% | 71 |
|
|
2020
Q3 | $260K | Hold |
846
| – | – | 0.1% | 68 |
|
|
2020
Q2 | $240K | Hold |
846
| – | – | 0.1% | 70 |
|
|
2020
Q1 | $200K | Buy |
846
+276
| +48% | +$65.2K | 0.09% | 76 |
|
|
2019
Q4 | $169K | Hold |
570
| – | – | 0.07% | 92 |
|
|
2019
Q3 | $155K | Hold |
570
| – | – | 0.06% | 98 |
|
|
2019
Q2 | $153K | Hold |
570
| – | – | 0.07% | 98 |
|
|
2019
Q1 | $148K | Hold |
570
| – | – | 0.07% | 101 |
|
|
2018
Q4 | $131K | Hold |
570
| – | – | 0.06% | 106 |
|
|
2018
Q3 | $152K | Hold |
570
| – | – | 0.07% | 102 |
|
|
2018
Q2 | $142K | Hold |
570
| – | – | 0.07% | 103 |
|
|
2018
Q1 | $138K | Buy |
570
+76
| +15% | +$18.4K | 0.07% | 106 |
|
|
2017
Q4 | $121K | Hold |
494
| – | – | 0.08% | 116 |
|
|
2017
Q3 | $114K | Hold |
494
| – | – | 0.07% | 114 |
|
|
2017
Q2 | $109K | Hold |
494
| – | – | 0.08% | 112 |
|
|
2017
Q1 | $107K | Hold |
494
| – | – | 0.08% | 106 |
|
|
2016
Q4 | $101K | Hold |
494
| – | – | 0.09% | 116 |
|
|
2016
Q3 | $98K | Hold |
494
| – | – | 0.1% | 102 |
|
|
2016
Q2 | $94K | Sell |
494
-1,000
| -67% | -$190K | 0.1% | 104 |
|
|
2016
Q1 | $282K | Buy |
1,494
+494
| +49% | +$93.2K | 0.26% | 44 |
|
|
2015
Q4 | $186K | Hold |
1,000
| – | – | 0.15% | 69 |
|
|
2015
Q3 | $175K | Hold |
1,000
| – | – | 0.22% | 59 |
|
|
2015
Q2 | $189K | Hold |
1,000
| – | – | 0.21% | 61 |
|
|
2015
Q1 | $189K | Hold |
1,000
| – | – | 0.19% | 55 |
|
|
2014
Q4 | $188K | Buy |
+1,000
| New | +$188K | 0.2% | 56 |
|