CGF
Constant Guidance Financial’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,330
| Closed | -$1.38M | – | 49 |
|
|
2024
Q3 | $1.38M | Buy |
4,330
+402
| +10% | +$128K | 1.13% | 19 |
|
|
2024
Q2 | $1.05M | Sell |
3,928
-203
| -5% | -$54.5K | 1.09% | 14 |
|
|
2024
Q1 | $1.06M | Buy |
4,131
+54
| +1% | +$13.8K | 0.97% | 28 |
|
|
2023
Q4 | $1.07M | Buy |
4,077
+1,538
| +61% | +$404K | 1.09% | 18 |
|
|
2023
Q3 | $632K | Buy |
+2,539
| New | +$632K | 0.83% | 8 |
|