CWC
Carolinas Wealth Consulting’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,119
| Closed | -$2.05M | – | 1129 |
|
|
2023
Q2 | $2.05M | Buy |
13,119
+159
| +1% | +$24.9K | 0.41% | 45 |
|
|
2023
Q1 | $1.9M | Buy |
12,960
+1,180
| +10% | +$173K | 0.4% | 48 |
|
|
2022
Q4 | $1.65M | Buy |
11,780
+1,657
| +16% | +$232K | 0.37% | 47 |
|
|
2022
Q3 | $1.27M | Buy |
10,123
+2,527
| +33% | +$316K | 0.32% | 47 |
|
|
2022
Q2 | $1.01M | Buy |
7,596
+7,432
| +4,532% | +$987K | 0.25% | 48 |
|
|
2022
Q1 | $25K | Buy |
+164
| New | +$25K | 0.01% | 446 |
|
|
2020
Q2 | – | Sell |
-197
| Closed | -$18K | – | 723 |
|
|
2020
Q1 | $18K | Buy |
+197
| New | +$18K | 0.01% | 146 |
|