Cornerstone Planning 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 | $870K | Sell |
1,507
-425
| -22% | -$245K | 0.18% | 38 |
|
|
2025
Q1 | $951K | Buy |
1,932
+621
| +47% | +$306K | 0.23% | 32 |
|
|
2024
Q4 | $723K | Sell |
1,311
-45
| -3% | -$24.8K | 0.18% | 34 |
|
|
2024
Q3 | $725K | Sell |
1,356
-378
| -22% | -$202K | 0.19% | 33 |
|
|
2024
Q2 | $824K | Sell |
1,734
-134
| -7% | -$63.7K | 0.24% | 32 |
|
|
2024
Q1 | $878K | Sell |
1,868
-441
| -19% | -$207K | 0.27% | 27 |
|
|
2023
Q4 | $1.01M | Sell |
2,309
-1,425
| -38% | -$622K | 0.33% | 26 |
|
|
2023
Q3 | $1.47M | Sell |
3,734
-485
| -11% | -$190K | 0.56% | 22 |
|
|
2023
Q2 | $1.72M | Buy |
+4,219
| New | +$1.72M | 0.68% | 19 |
|
|
2022
Q4 | $2.2M | Buy |
+6,149
| New | +$2.2M | 0.92% | 23 |
|