Core Wealth Advisors’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
$22.6M Sell
2025
Q1
$20.6M Sell
2024
Q4
$22.3M Sell
2024
Q3
$21.9M Buy
2024
Q2
$20.7M Buy
2024
Q1
$19.8M Sell
2023
Q4
$18.9M Buy
2023
Q3
$17M Buy
2023
Q2
$17.2M Sell
2023
Q1
$31.7M Sell
2022
Q4
$32.1M Buy