Capital Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $916K | Sell |
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|
2021
Q1 | $1.87M | Buy |
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|
2020
Q4 | $1.49M | Buy |
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|
2020
Q3 | $1.1M | Sell |
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|
2020
Q2 | $4.85M | Buy |
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|
2020
Q1 | $772K | Hold |
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|
2019
Q4 | $964K | Hold |
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|
2019
Q3 | $888K | Hold |
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|
2019
Q2 | $877K | Hold |
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|
2019
Q1 | $846K | Hold |
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|
2018
Q4 | $749K | Hold |
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|
2018
Q3 | $870K | Sell |
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|
2018
Q2 | $848K | Buy |
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|
2018
Q1 | $789K | Sell |
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|
2017
Q4 | $807K | Buy |
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|
2017
Q3 | $752K | Hold |
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|
2017
Q2 | $724K | Buy |
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