CWM
C2C 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,011
| Closed | -$395K | – | 225 |
|
|
2023
Q3 | $395K | Hold |
1,011
| – | – | 0.06% | 176 |
|
|
2023
Q2 | $419K | Buy |
1,011
+2
| +0.2% | +$830 | 0.06% | 174 |
|
|
2023
Q1 | $378K | Buy |
1,009
+1
| +0.1% | +$375 | 0.06% | 174 |
|
|
2022
Q4 | $362K | Buy |
1,008
+153
| +18% | +$54.9K | 0.06% | 125 |
|
|
2022
Q3 | $297K | Buy |
855
+186
| +28% | +$64.6K | 0.06% | 136 |
|
|
2022
Q2 | $241K | Hold |
669
| – | – | 0.04% | 160 |
|
|
2022
Q1 | $274K | Hold |
669
| – | – | 0.05% | 161 |
|
|
2021
Q4 | $292K | Buy |
+669
| New | +$292K | 0.04% | 174 |
|