CAWM
Capital Advisors Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
5,340
+24
| +0.5% | +$4.53K | 0.16% | 73 |
|
|
2025
Q1 | $979K | Buy |
5,316
+25
| +0.5% | +$4.6K | 0.17% | 67 |
|
|
2024
Q4 | $976K | Buy |
5,291
+58
| +1% | +$10.7K | 0.17% | 67 |
|
|
2024
Q3 | $998K | Buy |
5,233
+30
| +0.6% | +$5.72K | 0.18% | 62 |
|
|
2024
Q2 | $915K | Hold |
5,203
| – | – | 0.18% | 61 |
|
|
2024
Q1 | $939K | Buy |
5,203
+22
| +0.4% | +$3.97K | 0.19% | 58 |
|
|
2023
Q4 | $870K | Buy |
5,181
+52
| +1% | +$8.73K | 0.2% | 62 |
|
|
2023
Q3 | $763K | Buy |
5,129
+23
| +0.5% | +$3.42K | 0.2% | 62 |
|
|
2023
Q2 | $795K | Hold |
5,106
| – | – | 0.2% | 63 |
|
|
2023
Q1 | $749K | Buy |
5,106
+20
| +0.4% | +$2.93K | 0.21% | 65 |
|
|
2022
Q4 | $712K | Buy |
5,086
+65
| +1% | +$9.11K | 0.22% | 60 |
|
|
2022
Q3 | $623K | Hold |
5,021
| – | – | 0.21% | 58 |
|
|
2022
Q2 | $667K | Buy |
5,021
+27
| +0.5% | +$3.59K | 0.22% | 53 |
|
|
2022
Q1 | $753K | Buy |
4,994
+19
| +0.4% | +$2.87K | 0.23% | 57 |
|
|
2021
Q4 | $753K | Buy |
+4,975
| New | +$753K | 0.23% | 59 |
|