Core Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.6M | Sell |
39,868
-228
| -0.6% | -$130K | 6.51% | 2 |
|
|
2025
Q1 | $20.6M | Sell |
40,096
-1,361
| -3% | -$699K | 6.56% | 2 |
|
|
2024
Q4 | $22.3M | Sell |
41,457
-68
| -0.2% | -$36.6K | 7.37% | 2 |
|
|
2024
Q3 | $21.9M | Buy |
41,525
+99
| +0.2% | +$52.2K | 7.03% | 2 |
|
|
2024
Q2 | $20.7M | Buy |
41,426
+239
| +0.6% | +$120K | 7.1% | 2 |
|
|
2024
Q1 | $19.8M | Sell |
41,187
-2,140
| -5% | -$1.03M | 6.73% | 2 |
|
|
2023
Q4 | $18.9M | Buy |
43,327
+164
| +0.4% | +$71.6K | 6.95% | 2 |
|
|
2023
Q3 | $17M | Buy |
43,163
+979
| +2% | +$384K | 6.93% | 2 |
|
|
2023
Q2 | $17.2M | Sell |
42,184
-41,985
| -50% | -$17.1M | 6.9% | 2 |
|
|
2023
Q1 | $31.7M | Sell |
84,169
-7,064
| -8% | -$2.66M | 12.63% | 2 |
|
|
2022
Q4 | $32.1M | Buy |
+91,233
| New | +$32.1M | 14.02% | 2 |
|