CG
Cynosure 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 | $32.6M | Buy |
57,392
+517
| +0.9% | +$294K | 3.69% | 5 |
|
2025
Q1 | $29.2M | Buy |
56,875
+18,869
| +50% | +$9.7M | 4.03% | 5 |
|
2024
Q4 | $20.5M | Buy |
38,006
+7,367
| +24% | +$3.98M | 3.07% | 8 |
|
2024
Q3 | $16.2M | Buy |
30,639
+2,455
| +9% | +$1.3M | 2.36% | 9 |
|
2024
Q2 | $14.1M | Buy |
28,184
+4,850
| +21% | +$2.43M | 2.26% | 9 |
|
2024
Q1 | $11.2M | Buy |
23,334
+2,541
| +12% | +$1.22M | 2.01% | 11 |
|
2023
Q4 | $9.08M | Buy |
20,793
+888
| +4% | +$388K | 1.63% | 10 |
|
2023
Q3 | $7.82M | Buy |
19,905
+8,562
| +75% | +$3.36M | 2.4% | 10 |
|
2023
Q2 | $4.62M | Buy |
+11,343
| New | +$4.62M | 1.39% | 19 |
|