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BWM Planning’s Vanguard S&P 500 ETF VOO Stock Holding History

BWM Planning’s Portfolio VOO Stock Details VOO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$448K Hold
789
– – 0.15% 60
2025
Q1 		$405K Sell
789
-55
-7% -$28.3K 0.17% 59
2024
Q4 		$455K Buy
844
+53
+7% +$28.6K 0.2% 59
2024
Q3 		$418K Buy
+791
New +$418K 0.19% 60