CWP
Concord Wealth Partners’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 | $13K | Hold |
69
| – | – | ﹤0.01% | 511 |
|
|
2025
Q1 | $12.6K | Hold |
69
| – | – | ﹤0.01% | 486 |
|
|
2024
Q4 | $12.6K | Buy |
69
+61
| +763% | +$11.2K | ﹤0.01% | 504 |
|
|
2024
Q3 | $1.61K | Hold |
8
| – | – | ﹤0.01% | 764 |
|
|
2024
Q2 | $1.48K | Hold |
8
| – | – | ﹤0.01% | 692 |
|
|
2024
Q1 | $1.52K | Hold |
8
| – | – | ﹤0.01% | 769 |
|
|
2023
Q4 | $1.41K | Hold |
8
| – | – | ﹤0.01% | 744 |
|
|
2023
Q3 | $1.23K | Hold |
8
| – | – | ﹤0.01% | 925 |
|
|
2023
Q2 | $1.29K | Hold |
8
| – | – | ﹤0.01% | 920 |
|
|
2023
Q1 | $1.21K | Hold |
8
| – | – | ﹤0.01% | 875 |
|
|
2022
Q4 | $1.15K | Buy |
+8
| New | +$1.15K | ﹤0.01% | 1033 |
|
|
2022
Q3 | – | Sell |
-8
| Closed | -$1K | – | 1129 |
|
|
2022
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 1209 |
|
|
2022
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 1260 |
|
|
2021
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1272 |
|