CM Wealth Advisors’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
Q3 | $24.8M | Sell |
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|
2025
Q2 | $23.1M | Sell |
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|
2025
Q1 | $22M | Sell |
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|
2024
Q4 | $23.1M | Sell |
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|
2024
Q3 | $23.9M | Sell |
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|
2024
Q2 | $22.7M | Sell |
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|
2024
Q1 | $23.9M | Sell |
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|
2023
Q4 | $24.7M | Hold |
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|
2023
Q3 | $23.3M | Sell |
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|
2023
Q2 | $25.8M | Buy |
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|
2023
Q1 | $21.2M | Buy |
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|
2022
Q4 | $19.1M | Hold |
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|
2022
Q3 | $17.9B | Hold |
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|
2022
Q2 | $18.9M | Buy |
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