CWA
Continuum Wealth Advisors’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 | $9.27M | Buy |
16,322
+9,260
| +131% | +$5.26M | 4.45% | 8 |
|
|
2025
Q1 | $3.63M | Sell |
7,062
-463
| -6% | -$238K | 1.86% | 13 |
|
|
2024
Q4 | $4.05M | Sell |
7,525
-67
| -0.9% | -$36.1K | 2.05% | 14 |
|
|
2024
Q3 | $4.01M | Sell |
7,592
-19,326
| -72% | -$10.2M | 2.15% | 15 |
|
|
2024
Q2 | $13.5M | Buy |
26,918
+25,517
| +1,821% | +$12.8M | 7.08% | 5 |
|
|
2024
Q1 | $673K | Sell |
1,401
-12,109
| -90% | -$5.82M | 0.38% | 24 |
|
|
2023
Q4 | $5.9M | Buy |
13,510
+2,372
| +21% | +$1.04M | 3.83% | 10 |
|
|
2023
Q3 | $4.37M | Sell |
11,138
-20,421
| -65% | -$8.02M | 3.08% | 14 |
|
|
2023
Q2 | $12.9M | Buy |
+31,559
| New | +$12.9M | 9.1% | 4 |
|