Cape Investment Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$723K Buy
2025
Q1
$515K Sell
2024
Q4
$619K Buy
2024
Q3
$491K Buy
2024
Q2
$381K Buy
2024
Q1
$283K Buy
2023
Q4
$227K Buy
2023
Q3
$153K Buy
2023
Q2
$151K Buy
2023
Q1
$126K Buy