Ownership history in BCS Wealth Management · 21 quarters on record
This page tracks every 13F SEC filing in which BCS Wealth Management reported a position in VANGUARD INDEX FDS (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 151,815 | +82,088 | +117.7% | 9.62% | $95.2M | $627.13 |
| 2025 Q3 | ADDED | 69,727 | +2,809 | +4.2% | 9.62% | $42.7M | $610.65 |
| 2025 Q2 | ADDED | 66,918 | +10,183 | +17.9% | 8.18% | $38.0M | $564.81 |
| 2025 Q1 | ADDED | 56,735 | +5,676 | +11.1% | 7.50% | $29.2M | $509.43 |
| 2024 Q4 | ADDED | 51,059 | +17,365 | +51.5% | 6.84% | $27.5M | $532.26 |
| 2024 Q1 | ADDED | 33,694 | +7,311 | +27.7% | 5.20% | $16.2M | $470.20 |
| 2023 Q4 | ADDED | 26,383 | +1,078 | +4.3% | 4.24% | $11.5M | $425.89 |
| 2023 Q3 | ADDED | 25,305 | +690 | +2.8% | 4.14% | $9.9M | $381.32 |
| 2023 Q1 | REDUCED | 24,615 | -25,854 | -51.2% | 4.18% | $9.3M | $362.36 |
| 2022 Q4 | ADDED | 50,469 | +2,606 | +5.4% | 7.42% | $17.7M | $337.14 |
As of 2025 Q4 — sorted by position size