CWS Financial 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
Q2 | $26M | Buy |
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|
2025
Q1 | $22.5M | Buy |
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|
2024
Q4 | $23M | Buy |
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|
2024
Q3 | $22.2M | Buy |
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|
2024
Q2 | $21M | Buy |
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|
2024
Q1 | $19.6M | Buy |
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|
2023
Q4 | $17.3M | Buy |
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|
2023
Q3 | $15.1M | Buy |
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|
2023
Q2 | $14.5M | Buy |
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|
2023
Q1 | $12.7M | Buy |
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|
2022
Q4 | $9.84M | Buy |
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|
2022
Q3 | $8.68M | Sell |
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|
2022
Q2 | $9.3M | Sell |
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|
2022
Q1 | $11.4M | Sell |
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|
2021
Q4 | $12M | Buy |
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|
2021
Q2 | $10.6M | Sell |
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|
2021
Q1 | $9.84M | Buy |
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|
2020
Q4 | $279K | Buy |
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|
2020
Q3 | $224K | Buy |
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