Capital Planning Advisors’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 | $7.31M | Buy |
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|
2025
Q1 | $6.25M | Buy |
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|
2024
Q4 | $6.09M | Buy |
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|
2024
Q3 | $5.32M | Buy |
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|
2024
Q2 | $4.57M | Buy |
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|
2024
Q1 | $3.27M | Buy |
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|
2023
Q4 | $2.6M | Buy |
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|
2023
Q3 | $949K | Buy |
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|
2023
Q2 | $551K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $273K | Buy |
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|
2022
Q2 | $264K | Sell |
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|
2022
Q1 | $337K | Sell |
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|
2021
Q4 | $376K | Buy |
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|
2021
Q3 | $292K | Hold |
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|
2021
Q2 | $291K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $15K | Buy |
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