CWA
Clearview Wealth 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 | $1.81M | Sell |
3,188
-12
| -0.4% | -$6.82K | 1.26% | 21 |
|
|
2025
Q1 | $1.64M | Sell |
3,200
-105
| -3% | -$54K | 1.23% | 20 |
|
|
2024
Q4 | $1.78M | Sell |
3,305
-158
| -5% | -$85.1K | 1.35% | 16 |
|
|
2024
Q3 | $1.83M | Sell |
3,463
-120
| -3% | -$63.3K | 1.41% | 17 |
|
|
2024
Q2 | $1.79M | Sell |
3,583
-5
| -0.1% | -$2.5K | 1.56% | 16 |
|
|
2024
Q1 | $1.72M | Sell |
3,588
-461
| -11% | -$222K | 1.76% | 14 |
|
|
2023
Q4 | $1.77M | Sell |
4,049
-5
| -0.1% | -$2.18K | 2.06% | 10 |
|
|
2023
Q3 | $1.59M | Sell |
4,054
-75
| -2% | -$29.5K | 1.97% | 10 |
|
|
2023
Q2 | $1.68M | Sell |
4,129
-53
| -1% | -$21.6K | 1.71% | 12 |
|
|
2023
Q1 | $1.57M | Sell |
4,182
-4,165
| -50% | -$1.57M | 1.59% | 11 |
|
|
2022
Q4 | $2.93M | Buy |
8,347
+8,344
| +278,133% | +$2.93M | 2.27% | 8 |
|
|
2022
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 560 |
|
|
2022
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 566 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 584 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 670 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 636 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 629 |
|
|
2021
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 595 |
|
|
2020
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 554 |
|