Capital Advisors Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.07M | Buy |
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|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $979K | Buy |
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|
2024
Q4 | $976K | Buy |
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|
2024
Q3 | $998K | Buy |
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|
2024
Q2 | $915K | Hold |
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|
2024
Q1 | $939K | Buy |
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|
2023
Q4 | $870K | Buy |
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|
2023
Q3 | $763K | Buy |
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|
2023
Q2 | $795K | Hold |
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|
2023
Q1 | $749K | Buy |
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|
2022
Q4 | $712K | Buy |
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|
2022
Q3 | $623K | Hold |
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|
2022
Q2 | $667K | Buy |
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|
2022
Q1 | $753K | Buy |
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|
2021
Q4 | $753K | Buy |
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