Capstone Financial 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 | $1.58M | Buy |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $876K | Buy |
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|
2024
Q2 | $820K | Sell |
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|
2024
Q1 | $844K | Buy |
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|
2023
Q4 | $733K | Sell |
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|
2023
Q3 | $673K | Buy |
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|
2023
Q2 | $689K | Buy |
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|
2023
Q1 | $318K | Buy |
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|
2022
Q4 | $296K | Sell |
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|
2022
Q3 | $606K | Buy |
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|
2022
Q2 | $640K | Buy |
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|
2022
Q1 | $693K | Hold |
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|
2021
Q4 | $728K | Buy |
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|
2021
Q3 | $608K | Buy |
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|
2021
Q2 | $581K | Buy |
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