Capital Asset Advisory Services’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 | $2.13M | Buy |
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|
2025
Q2 | $1.88M | Sell |
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|
2025
Q1 | $1.74M | Sell |
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|
2024
Q4 | $1.84M | Sell |
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|
2024
Q3 | $1.83M | Buy |
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|
2024
Q2 | $1.67M | Buy |
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|
2024
Q1 | $1.53M | Sell |
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|
2023
Q4 | $1.84M | Sell |
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|
2023
Q3 | $2.48M | Buy |
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|
2023
Q2 | $2.4M | Sell |
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|
2023
Q1 | $2.23M | Sell |
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|
2022
Q4 | $2.13M | Sell |
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|
2022
Q3 | $2.1M | Buy |
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|
2022
Q2 | $1.93M | Sell |
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|
2022
Q1 | $2.88M | Sell |
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|
2021
Q4 | $3.08M | Sell |
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|
2021
Q3 | $2.79M | Sell |
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|
2021
Q2 | $2.82M | Sell |
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|
2021
Q1 | $5.83M | Buy |
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|
2020
Q4 | $866K | Sell |
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|
2020
Q3 | $829K | Buy |
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|
2020
Q2 | $816K | Sell |
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|
2020
Q1 | $708K | Sell |
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|
2019
Q4 | $1.1M | Buy |
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