Cornerstone Wealth Advisors’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 | $374K | Hold |
658
| – | – | 0.1% | 38 |
|
|
2025
Q1 | $338K | Hold |
658
| – | – | 0.09% | 36 |
|
|
2024
Q4 | $355K | Hold |
658
| – | – | 0.1% | 38 |
|
|
2024
Q3 | $347K | Hold |
658
| – | – | 0.1% | 35 |
|
|
2024
Q2 | $329K | Sell |
658
-90
| -12% | -$45K | 0.1% | 35 |
|
|
2024
Q1 | $360K | Buy |
748
+91
| +14% | +$43.7K | 0.11% | 34 |
|
|
2023
Q4 | $287K | Hold |
657
| – | – | 0.09% | 37 |
|
|
2023
Q3 | $258K | Hold |
657
| – | – | 0.09% | 40 |
|
|
2023
Q2 | $268K | Hold |
657
| – | – | 0.09% | 40 |
|
|
2023
Q1 | $247K | Hold |
657
| – | – | 0.09% | 38 |
|
|
2022
Q4 | $231K | Hold |
657
| – | – | 0.09% | 40 |
|
|
2022
Q3 | $216K | Hold |
657
| – | – | 0.09% | 40 |
|
|
2022
Q2 | $228K | Hold |
657
| – | – | 0.09% | 39 |
|
|
2022
Q1 | $273K | Hold |
657
| – | – | 0.09% | 39 |
|
|
2021
Q4 | $287K | Hold |
657
| – | – | 0.1% | 37 |
|
|
2021
Q3 | $259K | Hold |
657
| – | – | 0.09% | 37 |
|
|
2021
Q2 | $260K | Buy |
+657
| New | +$260K | 0.09% | 36 |
|