CPWA
Cerro Pacific Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $784K | Buy |
1,380
+144
| +12% | +$81.8K | 0.22% | 83 |
|
|
2025
Q1 | $666K | Sell |
1,236
-81
| -6% | -$43.6K | 0.22% | 85 |
|
|
2024
Q4 | $695K | Buy |
1,317
+18
| +1% | +$9.5K | 0.23% | 84 |
|
|
2024
Q3 | $650K | Hold |
1,299
| – | – | 0.25% | 82 |
|
|
2024
Q2 | $650K | Buy |
+1,299
| New | +$650K | 0.25% | 83 |
|
|
2023
Q1 | $443K | Sell |
1,177
-8
| -0.7% | -$3.01K | 0.24% | 98 |
|
|
2022
Q4 | $416K | Buy |
+1,185
| New | +$416K | 0.22% | 108 |
|
|
2020
Q4 | $201K | Buy |
+585
| New | +$201K | 0.12% | 106 |
|