Capital Advisors Ltd’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
Q3 | $133K | Hold |
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|
2025
Q2 | $124K | Sell |
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|
2025
Q1 | $155K | Hold |
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|
2024
Q4 | $162K | Hold |
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|
2024
Q3 | $159K | Hold |
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|
2024
Q2 | $151K | Hold |
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|
2024
Q1 | $145K | Hold |
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|
2023
Q4 | $131K | Sell |
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|
2023
Q3 | $122K | Hold |
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|
2023
Q2 | $126K | Hold |
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|
2023
Q1 | $117K | Hold |
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|
2022
Q4 | $109K | Hold |
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|
2022
Q3 | $102K | Hold |
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|
2022
Q2 | $108K | Hold |
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|
2022
Q1 | $129K | Hold |
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|
2021
Q4 | $135K | Sell |
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|
2021
Q3 | $153K | Hold |
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|
2021
Q2 | $153K | Buy |
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|
2021
Q1 | $118K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $0 | Buy |
|