CCG Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$509K Buy
2024
Q4
Sell
2024
Q3
$301K Sell
2024
Q2
$300K Buy
2024
Q1
$274K Buy
2023
Q4
$248K Sell
2023
Q3
$244K Sell
2023
Q2
$548K Hold
2023
Q1
$506K Buy