CWM
ClientFirst Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Hold |
10,005
| – | – | 1.93% | 10 |
|
|
2025
Q1 | $1.84M | Hold |
10,005
| – | – | 2.09% | 10 |
|
|
2024
Q4 | $1.85M | Buy |
+10,005
| New | +$1.85M | 1.87% | 9 |
|
|
2023
Q3 | $1.52M | Hold |
10,005
| – | – | 1.85% | 8 |
|
|
2023
Q2 | $1.58M | Hold |
10,005
| – | – | 1.88% | 8 |
|
|
2023
Q1 | $1.46M | Hold |
10,005
| – | – | 1.95% | 8 |
|
|
2022
Q4 | $1.4M | Hold |
10,005
| – | – | 1.78% | 8 |
|
|
2022
Q3 | $1.42M | Sell |
10,005
-1,000
| -9% | -$142K | 1.77% | 9 |
|
|
2022
Q2 | $1.46M | Hold |
11,005
| – | – | 2.22% | 8 |
|
|
2022
Q1 | $1.66M | Hold |
11,005
| – | – | 1.53% | 8 |
|
|
2021
Q4 | $1.67M | Buy |
+11,005
| New | +$1.67M | 1.5% | 8 |
|