CPA
Clear Point Advisors’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 | $1.3M | Buy |
2,283
+192
| +9% | +$109K | 1.09% | 21 |
|
|
2025
Q1 | $1.07M | Sell |
2,091
-77
| -4% | -$39.6K | 0.97% | 28 |
|
|
2024
Q4 | $1.17M | Buy |
2,168
+108
| +5% | +$58.2K | 1% | 25 |
|
|
2024
Q3 | $1.09M | Sell |
2,060
-422
| -17% | -$223K | 0.84% | 29 |
|
|
2024
Q2 | $1.24M | Buy |
2,482
+227
| +10% | +$114K | 1.02% | 23 |
|
|
2024
Q1 | $1.18M | Buy |
2,255
+453
| +25% | +$238K | 0.97% | 24 |
|
|
2023
Q4 | $791K | Buy |
+1,802
| New | +$791K | 0.7% | 36 |
|