Cornerstone Financial Group’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
$2.03M Sell
3,574
-5
-0.1% -$2.84K 1.73% 18
2025
Q1
$1.92M Buy
3,579
+356
+11% +$191K 1.73% 18
2024
Q4
$1.74M Buy
+3,223
New +$1.74M 1.71% 17