JJBC
James J. Burns & 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 | $342K | Buy |
602
+3
| +0.5% | +$1.7K | 0.06% | 111 |
|
|
2025
Q1 | $308K | Buy |
599
+42
| +8% | +$21.6K | 0.06% | 112 |
|
|
2024
Q4 | $300K | Sell |
557
-26
| -4% | -$14K | 0.05% | 116 |
|
|
2024
Q3 | $308K | Hold |
583
| – | – | 0.06% | 106 |
|
|
2024
Q2 | $292K | Buy |
583
+94
| +19% | +$47.1K | 0.06% | 102 |
|
|
2024
Q1 | $233K | Buy |
+489
| New | +$233K | 0.08% | 81 |
|