Cahill Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
2,435
+20
| +0.8% | +$11.4K | 0.17% | 89 |
|
|
2025
Q1 | $1.24M | Buy |
2,415
+179
| +8% | +$92K | 0.17% | 94 |
|
|
2024
Q4 | $1.2M | Sell |
2,236
-283
| -11% | -$152K | 0.16% | 104 |
|
|
2024
Q3 | $1.33M | Buy |
2,519
+81
| +3% | +$42.7K | 0.18% | 89 |
|
|
2024
Q2 | $1.22M | Buy |
2,438
+161
| +7% | +$80.5K | 0.17% | 105 |
|
|
2024
Q1 | $1.09M | Buy |
2,277
+260
| +13% | +$125K | 0.15% | 116 |
|
|
2023
Q4 | $881K | Buy |
2,017
+728
| +56% | +$318K | 0.13% | 127 |
|
|
2023
Q3 | $506K | Sell |
1,289
-134
| -9% | -$52.6K | 0.08% | 159 |
|
|
2023
Q2 | $580K | Buy |
1,423
+82
| +6% | +$33.4K | 0.09% | 153 |
|
|
2023
Q1 | $504K | Buy |
+1,341
| New | +$504K | 0.09% | 152 |
|
|
2021
Q4 | – | Sell |
-103
| Closed | -$41K | – | 773 |
|
|
2021
Q3 | $41K | Buy |
+103
| New | +$41K | 0.01% | 364 |
|