Canandaigua National Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,625
| Closed | -$1.09M | – | 272 |
|
|
2022
Q1 | $1.09M | Buy |
2,625
+324
| +14% | +$135K | 0.17% | 134 |
|
|
2021
Q4 | $1.01M | Buy |
2,301
+128
| +6% | +$55.9K | 0.15% | 142 |
|
|
2021
Q3 | $857K | Hold |
2,173
| – | – | 0.14% | 144 |
|
|
2021
Q2 | $855K | Buy |
2,173
+218
| +11% | +$85.8K | 0.14% | 146 |
|
|
2021
Q1 | $712K | Buy |
1,955
+994
| +103% | +$362K | 0.12% | 157 |
|
|
2020
Q4 | $330K | Buy |
+961
| New | +$330K | 0.06% | 203 |
|