Consolidated Planning Corp’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.11M | Buy |
|
|||||
|
2025
Q1 | $1.14M | Sell |
|
|||||
|
2024
Q4 | $10.6M | Buy |
|
|||||
|
2024
Q3 | $7.32M | Sell |
|
|||||
|
2024
Q2 | $7.32M | Sell |
|
|||||
|
2024
Q1 | $7.29M | Sell |
|
|||||
|
2023
Q4 | $6.88M | Buy |
|
|||||
|
2023
Q3 | $1.11M | Sell |
|
|||||
|
2023
Q2 | $4.94M | Buy |
|
|||||
|
2023
Q1 | $416K | Hold |
|
|||||
|
2022
Q4 | $389K | Buy |
|
|||||
|
2022
Q3 | $362K | Buy |
|
|||||
|
2022
Q2 | $313K | Sell |
|
|||||
|
2022
Q1 | $384K | Hold |
|
|||||
|
2021
Q4 | $403K | Hold |
|
|||||
|
2021
Q3 | $364K | Buy |
|
|||||
|
2021
Q2 | $354K | Sell |
|
|||||
|
2021
Q1 | $330K | Hold |
|
|||||
|
2020
Q4 | $311K | Hold |
|
|||||
|
2020
Q3 | $278K | Sell |
|
|||||
|
2020
Q2 | $262K | Hold |
|
|||||
|
2020
Q1 | $219K | Buy |
|
|||||
|
2019
Q4 | $267K | Buy |
|