CJM Wealth Advisers’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 | $93.4M | Sell |
164,485
-6,514
| -4% | -$3.7M | 31.09% | 1 |
|
|
2025
Q1 | $87.9M | Buy |
170,999
+2,232
| +1% | +$1.15M | 31.03% | 1 |
|
|
2024
Q4 | $90.9M | Sell |
168,767
-1,424
| -0.8% | -$767K | 30.63% | 1 |
|
|
2024
Q3 | $89.8M | Buy |
170,191
+3,100
| +2% | +$1.64M | 30.77% | 1 |
|
|
2024
Q2 | $83.8M | Buy |
167,091
+4,171
| +3% | +$2.09M | 30.81% | 1 |
|
|
2024
Q1 | $78.3M | Buy |
162,920
+2,813
| +2% | +$1.35M | 29.68% | 1 |
|
|
2023
Q4 | $69.9M | Buy |
160,107
+294
| +0.2% | +$128K | 30.87% | 1 |
|
|
2023
Q3 | $62.8M | Buy |
159,813
+9,067
| +6% | +$3.56M | 30.54% | 1 |
|
|
2023
Q2 | $61.4M | Buy |
150,746
+27,154
| +22% | +$11.1M | 31.17% | 1 |
|
|
2023
Q1 | $46.5M | Buy |
123,592
+16,362
| +15% | +$6.15M | 26.46% | 1 |
|
|
2022
Q4 | $37.7M | Sell |
107,230
-5,402
| -5% | -$1.9M | 23.17% | 1 |
|
|
2022
Q3 | $37M | Buy |
112,632
+9,136
| +9% | +$3M | 26.33% | 1 |
|
|
2022
Q2 | $35.9M | Buy |
103,496
+7,206
| +7% | +$2.5M | 24.95% | 1 |
|
|
2022
Q1 | $40M | Buy |
96,290
+8,555
| +10% | +$3.55M | 27.36% | 1 |
|
|
2021
Q4 | $38.3M | Buy |
+87,735
| New | +$38.3M | 27.25% | 1 |
|