ClientFirst Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.93M Buy
2025
Q1
$3.53M Hold
2024
Q4
$3.7M Buy
2023
Q3
$2.79M Hold
2023
Q2
$2.88M Hold
2023
Q1
$2.61M Hold
2022
Q4
$2.45M Hold
2022
Q3
$2.53M Buy
2022
Q2
$2.37M Buy
2022
Q1
$2.5M Hold
2021
Q4
$2.53M Buy