CWM
Congress Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108M | Buy |
190,320
+114,124
| +150% | +$64.8M | 1.05% | 11 |
|
|
2025
Q1 | $39.2M | Buy |
76,196
+6,422
| +9% | +$3.3M | 0.47% | 49 |
|
|
2024
Q4 | $37.6M | Buy |
69,774
+4,495
| +7% | +$2.42M | 0.52% | 40 |
|
|
2024
Q3 | $34.4M | Buy |
65,279
+23,298
| +55% | +$12.3M | 0.46% | 50 |
|
|
2024
Q2 | $21M | Sell |
41,981
-2,005
| -5% | -$1M | 0.33% | 71 |
|
|
2024
Q1 | $21.1M | Buy |
43,986
+35
| +0.1% | +$16.8K | 0.37% | 64 |
|
|
2023
Q4 | $19.2M | Sell |
43,951
-2,339
| -5% | -$1.02M | 0.35% | 65 |
|
|
2023
Q3 | $18.2M | Sell |
46,290
-934
| -2% | -$367K | 0.38% | 57 |
|
|
2023
Q2 | $19.2M | Sell |
47,224
-2,364
| -5% | -$963K | 0.45% | 47 |
|
|
2023
Q1 | $18.6M | Buy |
49,588
+42,470
| +597% | +$16M | 0.45% | 46 |
|
|
2022
Q4 | $2.5M | Sell |
7,118
-16,497
| -70% | -$5.8M | 0.06% | 240 |
|
|
2022
Q3 | $7.75M | Buy |
23,615
+278
| +1% | +$91.3K | 0.21% | 144 |
|
|
2022
Q2 | $8.1M | Sell |
23,337
-82
| -0.4% | -$28.4K | 0.21% | 149 |
|
|
2022
Q1 | $9.72M | Buy |
23,419
+668
| +3% | +$277K | 0.21% | 142 |
|
|
2021
Q4 | $9.93M | Buy |
+22,751
| New | +$9.93M | 0.2% | 149 |
|