BWM
Buska Wealth 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 | $586K | Sell |
1,031
-79
| -7% | -$44.9K | 0.16% | 33 |
|
|
2025
Q1 | $570K | Sell |
1,110
-4
| -0.4% | -$2.06K | 0.18% | 35 |
|
|
2024
Q4 | $600K | Sell |
1,114
-364
| -25% | -$196K | 0.19% | 34 |
|
|
2024
Q3 | $780K | Sell |
1,478
-47
| -3% | -$24.8K | 0.27% | 28 |
|
|
2024
Q2 | $763K | Buy |
1,525
+513
| +51% | +$257K | 0.3% | 26 |
|
|
2024
Q1 | $486K | Buy |
+1,012
| New | +$486K | 0.21% | 34 |
|