CWA
CM Wealth Advisors’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 | $380K | Hold |
2,012
| – | – | 0.11% | 63 |
|
|
2025
Q1 | $371K | Hold |
2,012
| – | – | 0.12% | 61 |
|
|
2024
Q4 | $371K | Hold |
2,012
| – | – | 0.12% | 61 |
|
|
2024
Q3 | $386K | Hold |
2,012
| – | – | 0.13% | 60 |
|
|
2024
Q2 | $356K | Hold |
2,012
| – | – | 0.17% | 52 |
|
|
2024
Q1 | $354K | Hold |
2,012
| – | – | 0.1% | 115 |
|
|
2023
Q4 | $338K | Hold |
2,012
| – | – | 0.15% | 54 |
|
|
2023
Q3 | $314K | Hold |
2,012
| – | – | 0.12% | 57 |
|
|
2023
Q2 | $323K | Hold |
2,012
| – | – | 0.11% | 97 |
|
|
2023
Q1 | $291K | Hold |
2,012
| – | – | 0.06% | 319 |
|
|
2022
Q4 | $282K | Hold |
2,012
| – | – | 0.14% | 56 |
|
|
2022
Q3 | $251M | Hold |
2,012
| – | – | 0.14% | 60 |
|
|
2022
Q2 | $267K | Buy |
+2,012
| New | +$267K | 0.16% | 56 |
|