CWP
Core Wealth Partners’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 | $1.97M | Sell |
3,462
-117
| -3% | -$66.5K | 1% | 32 |
|
|
2025
Q1 | $1.84M | Sell |
3,579
-105
| -3% | -$54K | 1.07% | 24 |
|
|
2024
Q4 | $1.99M | Sell |
3,684
-110
| -3% | -$59.3K | 1.14% | 21 |
|
|
2024
Q3 | $2M | Sell |
3,794
-108
| -3% | -$57K | 1.21% | 17 |
|
|
2024
Q2 | $1.95M | Buy |
3,902
+549
| +16% | +$275K | 1.33% | 16 |
|
|
2024
Q1 | $1.61M | Sell |
3,353
-2
| -0.1% | -$961 | 1.22% | 18 |
|
|
2023
Q4 | $1.47M | Hold |
3,355
| – | – | 1.2% | 17 |
|
|
2023
Q3 | $1.32M | Hold |
3,355
| – | – | 1.2% | 17 |
|
|
2023
Q2 | $1.37M | Hold |
3,355
| – | – | 1.26% | 20 |
|
|
2023
Q1 | $1.26M | Hold |
3,355
| – | – | 1.27% | 19 |
|
|
2022
Q4 | $1.18M | Buy |
+3,355
| New | +$1.18M | 1.33% | 20 |
|