CWG
Cornerstone Wealth Group’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 | $21.4M | Buy |
37,725
+474
| +1% | +$269K | 1.61% | 11 |
|
|
2025
Q1 | $19.1M | Buy |
37,251
+68
| +0.2% | +$34.9K | 1.58% | 9 |
|
|
2024
Q4 | $20M | Buy |
37,183
+1,130
| +3% | +$609K | 1.64% | 9 |
|
|
2024
Q3 | $19M | Sell |
36,053
-360
| -1% | -$190K | 1.57% | 11 |
|
|
2024
Q2 | $18.2M | Buy |
36,413
+1,853
| +5% | +$927K | 1.62% | 10 |
|
|
2024
Q1 | $16.6M | Buy |
+34,560
| New | +$16.6M | 1.53% | 10 |
|