CB
Cadence Bank’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 | $7.09M | Buy |
12,481
+237
| +2% | +$135K | 0.47% | 49 |
|
|
2025
Q1 | $6.29M | Sell |
12,244
-246
| -2% | -$126K | 0.45% | 53 |
|
|
2024
Q4 | $6.73M | Sell |
12,490
-835
| -6% | -$450K | 0.46% | 45 |
|
|
2024
Q3 | $7.03M | Buy |
13,325
+711
| +6% | +$375K | 0.48% | 45 |
|
|
2024
Q2 | $6.31M | Buy |
12,614
+317
| +3% | +$159K | 0.47% | 46 |
|
|
2024
Q1 | $5.91M | Sell |
12,297
-1,341
| -10% | -$645K | 0.43% | 54 |
|
|
2023
Q4 | $5.96M | Sell |
13,638
-186
| -1% | -$81.3K | 0.48% | 45 |
|
|
2023
Q3 | $5.43M | Buy |
13,824
+2,184
| +19% | +$858K | 0.48% | 48 |
|
|
2023
Q2 | $4.74M | Buy |
11,640
+1,353
| +13% | +$551K | 0.41% | 56 |
|
|
2023
Q1 | $3.87M | Sell |
10,287
-2,111
| -17% | -$794K | 0.36% | 68 |
|
|
2022
Q4 | $4.36M | Buy |
12,398
+132
| +1% | +$46.4K | 0.4% | 62 |
|
|
2022
Q3 | $4.03M | Sell |
12,266
-2,160
| -15% | -$709K | 0.42% | 62 |
|
|
2022
Q2 | $5M | Buy |
14,426
+64
| +0.4% | +$22.2K | 0.72% | 42 |
|
|
2022
Q1 | $5.96M | Buy |
14,362
+1,493
| +12% | +$620K | 0.74% | 43 |
|
|
2021
Q4 | $5.62M | Sell |
12,869
-1,200
| -9% | -$524K | 0.7% | 41 |
|
|
2021
Q3 | $5.55M | Sell |
14,069
-200
| -1% | -$78.9K | 0.77% | 40 |
|
|
2021
Q2 | $5.62M | Sell |
14,269
-344
| -2% | -$135K | 0.82% | 38 |
|
|
2021
Q1 | $5.32M | Sell |
14,613
-1,608
| -10% | -$586K | 0.81% | 36 |
|
|
2020
Q4 | $5.58M | Sell |
16,221
-15
| -0.1% | -$5.16K | 0.87% | 31 |
|
|
2020
Q3 | $5M | Sell |
16,236
-1,000
| -6% | -$308K | 0.98% | 27 |
|
|
2020
Q2 | $4.89M | Sell |
17,236
-6,750
| -28% | -$1.91M | 1.01% | 25 |
|
|
2020
Q1 | $5.68M | Buy |
23,986
+2,254
| +10% | +$534K | 1.43% | 13 |
|
|
2019
Q4 | $6.43M | Sell |
21,732
-4,480
| -17% | -$1.33M | 1.19% | 15 |
|
|
2019
Q3 | $7.15M | Buy |
26,212
+2,980
| +13% | +$812K | 0.67% | 22 |
|
|
2019
Q2 | $6.25M | Buy |
23,232
+670
| +3% | +$180K | 0.6% | 25 |
|
|
2019
Q1 | $5.86M | Buy |
22,562
+13,150
| +140% | +$3.41M | 0.59% | 24 |
|
|
2018
Q4 | $2.16M | Buy |
9,412
+7,500
| +392% | +$1.72M | 0.25% | 68 |
|
|
2018
Q3 | $511K | Hold |
1,912
| – | – | 0.05% | 157 |
|
|
2018
Q2 | $477K | Hold |
1,912
| – | – | 0.04% | 159 |
|
|
2018
Q1 | $463K | Hold |
1,912
| – | – | 0.04% | 154 |
|
|
2017
Q4 | $469K | Buy |
+1,912
| New | +$469K | 0.04% | 158 |
|