Cornerstone 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
Q3 | $403K | Hold |
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|
2025
Q2 | $374K | Hold |
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|
2025
Q1 | $338K | Hold |
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|
2024
Q4 | $355K | Hold |
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|
2024
Q3 | $347K | Hold |
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|
2024
Q2 | $329K | Sell |
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|
2024
Q1 | $360K | Buy |
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|
2023
Q4 | $287K | Hold |
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|
2023
Q3 | $258K | Hold |
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|
2023
Q2 | $268K | Hold |
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|
2023
Q1 | $247K | Hold |
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|
2022
Q4 | $231K | Hold |
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|
2022
Q3 | $216K | Hold |
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|
2022
Q2 | $228K | Hold |
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|
2022
Q1 | $273K | Hold |
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|
2021
Q4 | $287K | Hold |
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|
2021
Q3 | $259K | Hold |
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|
2021
Q2 | $260K | Buy |
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