Capital Analysts LLC’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 | $2.62M | Buy |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $731K | Sell |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $993K | Buy |
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|
2024
Q1 | $295K | Buy |
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|
2023
Q4 | $267K | Buy |
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|
2023
Q3 | $190K | Buy |
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|
2023
Q2 | $143K | Sell |
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|
2023
Q1 | $457K | Buy |
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|
2022
Q4 | $120K | Buy |
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|
2022
Q3 | $112K | Buy |
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|
2022
Q2 | $118K | Buy |
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|
2022
Q1 | $129K | Sell |
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|
2021
Q4 | $149K | Buy |
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|
2021
Q3 | $133K | Sell |
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|
2021
Q2 | $158K | Sell |
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|
2021
Q1 | $179K | Buy |
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|
2020
Q4 | $35K | Buy |
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|
2020
Q3 | $31K | Hold |
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|
2020
Q2 | $29K | Buy |
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|
2020
Q1 | $24K | Hold |
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|
2019
Q4 | $30K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $820K | Buy |
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