CM Wealth Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Hold |
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|
2025
Q1 | $371K | Hold |
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|
2024
Q4 | $371K | Hold |
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|
2024
Q3 | $386K | Hold |
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|
2024
Q2 | $356K | Hold |
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|
2024
Q1 | $354K | Hold |
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|
2023
Q4 | $338K | Hold |
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|
2023
Q3 | $314K | Hold |
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|
2023
Q2 | $323K | Hold |
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|
2023
Q1 | $291K | Hold |
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|
2022
Q4 | $282K | Hold |
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|
2022
Q3 | $251M | Hold |
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|
2022
Q2 | $267K | Buy |
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