Capital Investment Services of America’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Buy |
919
+20
| +2% | +$11.4K | 0.05% | 67 |
|
|
2025
Q1 | $462K | Buy |
899
+51
| +6% | +$26.2K | 0.05% | 65 |
|
|
2024
Q4 | $457K | Buy |
848
+43
| +5% | +$23.2K | 0.04% | 63 |
|
|
2024
Q3 | $425K | Buy |
805
+39
| +5% | +$20.6K | 0.04% | 63 |
|
|
2024
Q2 | $383K | Buy |
766
+24
| +3% | +$12K | 0.04% | 64 |
|
|
2024
Q1 | $357K | Sell |
742
-30
| -4% | -$14.4K | 0.03% | 65 |
|
|
2023
Q4 | $337K | Buy |
772
+28
| +4% | +$12.2K | 0.04% | 66 |
|
|
2023
Q3 | $292K | Buy |
744
+39
| +6% | +$15.3K | 0.03% | 66 |
|
|
2023
Q2 | $287K | Sell |
705
-20
| -3% | -$8.15K | 0.03% | 66 |
|
|
2023
Q1 | $273K | Hold |
725
| – | – | 0.03% | 66 |
|
|
2022
Q4 | $255K | Buy |
725
+47
| +7% | +$16.5K | 0.03% | 66 |
|
|
2022
Q3 | $223K | Buy |
678
+28
| +4% | +$9.21K | 0.03% | 69 |
|
|
2022
Q2 | $225K | Sell |
650
-614
| -49% | -$213K | 0.03% | 68 |
|
|
2022
Q1 | $552K | Hold |
1,264
| – | – | 0.05% | 62 |
|
|
2021
Q4 | $552K | Sell |
1,264
-88
| -7% | -$38.4K | 0.05% | 62 |
|
|
2021
Q3 | $533K | Sell |
1,352
-202
| -13% | -$79.6K | 0.05% | 60 |
|
|
2021
Q2 | $612K | Buy |
1,554
+403
| +35% | +$159K | 0.06% | 59 |
|
|
2021
Q1 | $419K | Buy |
1,151
+482
| +72% | +$175K | 0.04% | 61 |
|
|
2020
Q4 | $230K | Sell |
669
-138
| -17% | -$47.4K | 0.02% | 70 |
|
|
2020
Q3 | $248K | Buy |
807
+10
| +1% | +$3.07K | 0.03% | 64 |
|
|
2020
Q2 | $226K | Buy |
+797
| New | +$226K | 0.03% | 64 |
|
|
2020
Q1 | – | Sell |
-767
| Closed | -$227K | – | 68 |
|
|
2019
Q4 | $227K | Buy |
+767
| New | +$227K | 0.03% | 68 |
|