CGN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.24M | Sell |
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|
2025
Q2 | $2.08M | Buy |
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|
2025
Q1 | $782K | Buy |
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|
2024
Q4 | $779K | Sell |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $961K | Sell |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $954K | Sell |
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $895K | Sell |
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|
2022
Q4 | $859K | Sell |
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|
2022
Q3 | $864K | Buy |
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|
2022
Q2 | $892K | Sell |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $2.99M | Buy |
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|
2021
Q3 | $2.31M | Buy |
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|
2021
Q2 | $2.2M | Sell |
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|
2021
Q1 | $2.17M | Sell |
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|
2020
Q4 | $2.14M | Buy |
|