CFM Wealth Partners’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 | $5.04M | Sell |
8,438
-36
| -0.4% | -$22.5K | 0.76% | 35 |
|
|
2025
Q4 | $5.31M | Buy |
8,474
+80
| +1% | +$49.7K | 0.77% | 35 |
|
|
2025
Q3 | $5.14M | Buy |
8,394
+173
| +2% | +$102K | 0.75% | 39 |
|
|
2025
Q2 | $4.67M | Buy |
8,221
+67
| +0.8% | +$35.2K | 0.74% | 40 |
|
|
2025
Q1 | $4.19M | Buy |
8,154
+18
| +0.2% | +$9.73K | 0.74% | 39 |
|
|
2024
Q4 | $4.38M | Buy |
8,136
+185
| +2% | +$100K | 0.74% | 36 |
|
|
2024
Q3 | $4.2M | Buy |
7,951
+181
| +2% | +$92K | 0.73% | 35 |
|
|
2024
Q2 | $3.89M | Sell |
7,770
-39
| -0.5% | -$18.8K | 0.71% | 33 |
|
|
2024
Q1 | $3.75M | Buy |
7,809
+180
| +2% | +$82.4K | 0.75% | 33 |
|
|
2023
Q4 | $3.33M | Buy |
7,629
+234
| +3% | +$95.8K | 0.75% | 37 |
|
|
2023
Q3 | $2.9M | Buy |
7,395
+81
| +1% | +$33.1K | 0.76% | 38 |
|
|
2023
Q2 | $2.98M | Buy |
7,314
+591
| +9% | +$228K | 0.72% | 37 |
|
|
2023
Q1 | $2.53M | Buy |
6,723
+1
| +0% | +$367 | 0.68% | 45 |
|
|
2022
Q4 | $2.36M | Sell |
6,722
-13
| -0.2% | -$4.59K | 0.71% | 43 |
|
|
2022
Q3 | $2.21M | Buy |
6,735
+11
| +0.2% | +$4.02K | 0.71% | 39 |
|
|
2022
Q2 | $2.33M | Sell |
6,724
-122
| -2% | -$46K | 0.7% | 38 |
|
|
2022
Q1 | $2.84M | Sell |
6,846
-29
| -0.4% | -$11.9K | 0.68% | 37 |
|
|
2021
Q4 | $3.02M | Sell |
6,875
-590
| -8% | -$249K | 0.67% | 42 |
|
|
2021
Q3 | $2.94M | Buy |
7,465
+116
| +2% | +$47.1K | 0.74% | 38 |
|
|
2021
Q2 | $2.89M | Sell |
7,349
-3
| -0% | -$1.15K | 0.77% | 35 |
|
|
2021
Q1 | $2.68M | Sell |
7,352
-840
| -10% | -$298K | 0.81% | 35 |
|
|
2020
Q4 | $2.82M | Sell |
8,192
-645
| -7% | -$210K | 0.9% | 31 |
|
|
2020
Q3 | $2.72M | Sell |
8,837
-537
| -6% | -$164K | 0.99% | 30 |
|
|
2020
Q2 | $2.66M | Sell |
9,374
-743
| -7% | -$200K | 1.01% | 24 |
|
|
2020
Q1 | $2.4M | Buy |
10,117
+87
| +0.9% | +$24.4K | 1.11% | 22 |
|
|
2019
Q4 | $3.05M | Buy |
+10,030
| New | +$2.84M | 1.12% | 22 |
|
Other funds holding VOO
VGA
AA