CW
Connectus Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $24.7M | Buy |
51,447
+5,098
| +11% | +$2.45M | 0.68% | 38 |
|
|
2023
Q4 | $20.2M | Buy |
46,349
+23,002
| +99% | +$10M | 0.41% | 62 |
|
|
2023
Q3 | $9.17M | Sell |
23,347
-2,624
| -10% | -$1.03M | 0.2% | 107 |
|
|
2023
Q2 | $10.6M | Sell |
25,971
-2,159
| -8% | -$879K | 0.24% | 94 |
|
|
2023
Q1 | $10.6M | Buy |
28,130
+2,586
| +10% | +$973K | 0.26% | 90 |
|
|
2022
Q4 | $8.97M | Sell |
25,544
-3,677
| -13% | -$1.29M | 0.21% | 109 |
|
|
2022
Q3 | $9.59M | Sell |
29,221
-267
| -0.9% | -$87.7K | 0.2% | 126 |
|
|
2022
Q2 | $10.2M | Buy |
29,488
+24,279
| +466% | +$8.42M | 0.23% | 108 |
|
|
2022
Q1 | $2.27M | Buy |
+5,209
| New | +$2.27M | 0.07% | 157 |
|