CTWM
Cherry Tree Wealth Management’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 | $2.35M | Buy |
4,139
+92
| +2% | +$52.3K | 0.55% | 45 |
|
|
2025
Q1 | $2.08M | Buy |
4,047
+137
| +4% | +$70.4K | 0.5% | 46 |
|
|
2024
Q4 | $2.11M | Hold |
3,910
| – | – | 0.52% | 44 |
|
|
2024
Q3 | $2.06M | Hold |
3,910
| – | – | 0.49% | 45 |
|
|
2024
Q2 | $1.96M | Sell |
3,910
-3
| -0.1% | -$1.5K | 0.49% | 45 |
|
|
2024
Q1 | $1.88M | Buy |
3,913
+1,382
| +55% | +$664K | 0.47% | 46 |
|
|
2023
Q4 | $1.11M | Buy |
2,531
+71
| +3% | +$31K | 0.3% | 61 |
|
|
2023
Q3 | $966K | Sell |
2,460
-249
| -9% | -$97.8K | 0.28% | 57 |
|
|
2023
Q2 | $1.1M | Buy |
+2,709
| New | +$1.1M | 0.32% | 53 |
|