CFM Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.67M | Buy |
8,221
+67
| +0.8% | +$38.1K | 0.74% | 40 |
|
|
2025
Q1 | $4.19M | Buy |
8,154
+18
| +0.2% | +$9.25K | 0.74% | 39 |
|
|
2024
Q4 | $4.38M | Buy |
8,136
+185
| +2% | +$99.7K | 0.74% | 36 |
|
|
2024
Q3 | $4.2M | Buy |
7,951
+181
| +2% | +$95.5K | 0.73% | 35 |
|
|
2024
Q2 | $3.89M | Sell |
7,770
-39
| -0.5% | -$19.5K | 0.71% | 33 |
|
|
2024
Q1 | $3.75M | Buy |
7,809
+180
| +2% | +$86.5K | 0.75% | 33 |
|
|
2023
Q4 | $3.33M | Buy |
7,629
+234
| +3% | +$102K | 0.75% | 37 |
|
|
2023
Q3 | $2.9M | Buy |
7,395
+81
| +1% | +$31.8K | 0.76% | 38 |
|
|
2023
Q2 | $2.98M | Buy |
7,314
+591
| +9% | +$241K | 0.72% | 37 |
|
|
2023
Q1 | $2.53M | Buy |
6,723
+1
| +0% | +$376 | 0.68% | 44 |
|
|
2022
Q4 | $2.36M | Sell |
6,722
-13
| -0.2% | -$4.57K | 0.71% | 43 |
|
|
2022
Q3 | $2.21M | Buy |
6,735
+11
| +0.2% | +$3.61K | 0.71% | 39 |
|
|
2022
Q2 | $2.33M | Sell |
6,724
-122
| -2% | -$42.3K | 0.7% | 38 |
|
|
2022
Q1 | $2.84M | Sell |
6,846
-29
| -0.4% | -$12K | 0.68% | 37 |
|
|
2021
Q4 | $3.02M | Sell |
6,875
-590
| -8% | -$259K | 0.67% | 42 |
|
|
2021
Q3 | $2.94M | Buy |
7,465
+116
| +2% | +$45.7K | 0.74% | 38 |
|
|
2021
Q2 | $2.89M | Sell |
7,349
-3
| -0% | -$1.18K | 0.77% | 35 |
|
|
2021
Q1 | $2.68M | Sell |
7,352
-840
| -10% | -$306K | 0.81% | 35 |
|
|
2020
Q4 | $2.82M | Sell |
8,192
-645
| -7% | -$222K | 0.9% | 31 |
|
|
2020
Q3 | $2.72M | Sell |
8,837
-537
| -6% | -$165K | 0.99% | 30 |
|
|
2020
Q2 | $2.66M | Sell |
9,374
-743
| -7% | -$211K | 1.01% | 24 |
|
|
2020
Q1 | $2.4M | Buy |
10,117
+87
| +0.9% | +$20.6K | 1.11% | 22 |
|
|
2019
Q4 | $3.05M | Buy |
+10,030
| New | +$3.05M | 1.12% | 22 |
|