CPC
Consolidated Planning Corp’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 | $5.11M | Buy |
8,999
+6,783
| +306% | +$3.85M | 0.64% | 51 |
|
|
2025
Q1 | $1.14M | Sell |
2,216
-17,413
| -89% | -$8.95M | 0.16% | 106 |
|
|
2024
Q4 | $10.6M | Buy |
19,629
+5,749
| +41% | +$3.1M | 1.44% | 17 |
|
|
2024
Q3 | $7.32M | Sell |
13,880
-755
| -5% | -$398K | 1.09% | 25 |
|
|
2024
Q2 | $7.32M | Sell |
14,635
-525
| -3% | -$263K | 1.21% | 21 |
|
|
2024
Q1 | $7.29M | Sell |
15,160
-597
| -4% | -$287K | 1.25% | 22 |
|
|
2023
Q4 | $6.88M | Buy |
15,757
+12,941
| +460% | +$5.65M | 1.28% | 21 |
|
|
2023
Q3 | $1.11M | Sell |
2,816
-9,312
| -77% | -$3.66M | 0.25% | 82 |
|
|
2023
Q2 | $4.94M | Buy |
12,128
+11,021
| +996% | +$4.49M | 1.04% | 27 |
|
|
2023
Q1 | $416K | Hold |
1,107
| – | – | 0.11% | 88 |
|
|
2022
Q4 | $389K | Buy |
1,107
+3
| +0.3% | +$1.05K | 0.11% | 91 |
|
|
2022
Q3 | $362K | Buy |
1,104
+203
| +23% | +$66.6K | 0.11% | 85 |
|
|
2022
Q2 | $313K | Sell |
901
-23
| -2% | -$7.99K | 0.1% | 91 |
|
|
2022
Q1 | $384K | Hold |
924
| – | – | 0.27% | 36 |
|
|
2021
Q4 | $403K | Hold |
924
| – | – | 0.26% | 36 |
|
|
2021
Q3 | $364K | Buy |
924
+23
| +3% | +$9.06K | 0.24% | 36 |
|
|
2021
Q2 | $354K | Sell |
901
-5
| -0.6% | -$1.96K | 0.26% | 37 |
|
|
2021
Q1 | $330K | Hold |
906
| – | – | 0.21% | 37 |
|
|
2020
Q4 | $311K | Hold |
906
| – | – | 0.2% | 39 |
|
|
2020
Q3 | $278K | Sell |
906
-20
| -2% | -$6.14K | 0.21% | 36 |
|
|
2020
Q2 | $262K | Hold |
926
| – | – | 0.26% | 32 |
|
|
2020
Q1 | $219K | Buy |
926
+25
| +3% | +$5.91K | 0.27% | 34 |
|
|
2019
Q4 | $267K | Buy |
+901
| New | +$267K | 0.26% | 34 |
|