CPWM LLC’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
2022
Q3
$10.8M Sell
2022
Q2
$12.2M Buy
2022
Q1
$13.6M Sell
2021
Q4
$14.9M Buy
2021
Q2
Sell
2021
Q1
$14.1M Buy
2020
Q4
$13.1M Buy
2020
Q3
$10.2M Buy
2020
Q2
$8.27M Buy
2020
Q1
$4.65M Sell
2019
Q4
$6.21M Buy
2019
Q3
$3.8M Buy
2019
Q2
$3.08M Buy
2019
Q1
$2.65M Hold
2018
Q4
$2.35M Hold
2018
Q3
$2.73M Hold
2018
Q2
$2.55M Sell
2018
Q1
$2.69M Buy
2017
Q4
$212K Sell
2017
Q3
$216K Buy
2017
Q1
Sell
2016
Q4
$257K Buy