Cerro Pacific Wealth Advisors’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 | $571K | Sell |
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|
2025
Q4 | $743K | Sell |
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|
2025
Q3 | $856K | Buy |
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|
2025
Q2 | $784K | Buy |
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|
2025
Q1 | $666K | Sell |
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|
2024
Q4 | $695K | Buy |
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|
2024
Q3 | $650K | Hold |
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|
2024
Q2 | $650K | Buy |
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|
2023
Q1 | $443K | Sell |
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|
2022
Q4 | $416K | Buy |
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|
2020
Q4 | $201K | Buy |
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