CWA
Canvas Wealth Advisors’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 | $9.17M | Sell |
15,667
-273
| -2% | -$160K | 1.81% | 18 |
|
|
2025
Q1 | $7.72M | Buy |
15,940
+3,984
| +33% | +$1.93M | 1.98% | 17 |
|
|
2024
Q4 | $6.44M | Buy |
11,956
+1,263
| +12% | +$681K | 1.62% | 19 |
|
|
2024
Q3 | $5.66M | Buy |
10,693
+611
| +6% | +$323K | 1.56% | 20 |
|
|
2024
Q2 | $5.02M | Sell |
10,082
-807
| -7% | -$402K | 1.55% | 20 |
|
|
2024
Q1 | $5.01M | Sell |
10,889
-656
| -6% | -$302K | 1.68% | 19 |
|
|
2023
Q4 | $5.06M | Sell |
11,545
-7,704
| -40% | -$3.37M | 1.84% | 16 |
|
|
2023
Q3 | $7.45M | Sell |
19,249
-1,232
| -6% | -$477K | 3.06% | 11 |
|
|
2023
Q2 | $8.55M | Sell |
20,481
-2,934
| -13% | -$1.22M | 3.17% | 10 |
|
|
2023
Q1 | $8.87M | Sell |
23,415
-13,503
| -37% | -$5.12M | 3.73% | 7 |
|
|
2022
Q4 | $13.3M | Buy |
36,918
+7,473
| +25% | +$2.69M | 5.55% | 4 |
|
|
2022
Q3 | $10.3M | Sell |
29,445
-1,818
| -6% | -$638K | 4.4% | 7 |
|
|
2022
Q2 | $10.8M | Sell |
31,263
-1,375
| -4% | -$477K | 4.36% | 6 |
|
|
2022
Q1 | $12.5M | Sell |
32,638
-596
| -2% | -$228K | 4.56% | 5 |
|
|
2021
Q4 | $14.5M | Buy |
33,234
+2,386
| +8% | +$1.04M | 5.22% | 5 |
|
|
2021
Q3 | $12.2M | Buy |
30,848
+2,512
| +9% | +$991K | 4.97% | 5 |
|
|
2021
Q2 | $11.2M | Buy |
28,336
+6,512
| +30% | +$2.56M | 5% | 3 |
|
|
2021
Q1 | $8.26M | Buy |
+21,824
| New | +$8.26M | 4.82% | 3 |
|