CWM
ClientFirst 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 | $3.93M | Buy |
6,920
+50
| +0.7% | +$28.4K | 4.02% | 4 |
|
|
2025
Q1 | $3.53M | Hold |
6,870
| – | – | 4% | 4 |
|
|
2024
Q4 | $3.7M | Buy |
+6,870
| New | +$3.7M | 3.74% | 4 |
|
|
2023
Q3 | $2.79M | Hold |
6,967
| – | – | 3.39% | 4 |
|
|
2023
Q2 | $2.88M | Hold |
6,967
| – | – | 3.42% | 4 |
|
|
2023
Q1 | $2.61M | Hold |
6,967
| – | – | 3.48% | 4 |
|
|
2022
Q4 | $2.45M | Hold |
6,967
| – | – | 3.11% | 4 |
|
|
2022
Q3 | $2.53M | Buy |
6,967
+150
| +2% | +$54.4K | 3.14% | 4 |
|
|
2022
Q2 | $2.37M | Buy |
6,817
+790
| +13% | +$274K | 3.6% | 4 |
|
|
2022
Q1 | $2.5M | Hold |
6,027
| – | – | 2.31% | 5 |
|
|
2021
Q4 | $2.53M | Buy |
+6,027
| New | +$2.53M | 2.27% | 5 |
|