Cardinal Point Capital Management’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 | $2.39M | Sell |
4,162
-90
| -2% | -$51.7K | 0.19% | 66 |
|
|
2025
Q1 | $2.19M | Buy |
4,252
+29
| +0.7% | +$14.9K | 0.2% | 63 |
|
|
2024
Q4 | $2.28M | Buy |
4,223
+84
| +2% | +$45.3K | 0.36% | 23 |
|
|
2024
Q3 | $2.19M | Sell |
4,139
-163
| -4% | -$86.3K | 0.37% | 21 |
|
|
2024
Q2 | $2.16M | Buy |
4,302
+430
| +11% | +$216K | 0.38% | 20 |
|
|
2024
Q1 | $1.86M | Buy |
3,872
+382
| +11% | +$184K | 0.35% | 20 |
|
|
2023
Q4 | $1.52M | Hold |
3,490
| – | – | 0.37% | 17 |
|
|
2023
Q3 | $1.38M | Buy |
3,490
+235
| +7% | +$92.6K | 0.36% | 19 |
|
|
2023
Q2 | $1.33M | Buy |
3,255
+23
| +0.7% | +$9.4K | 0.4% | 20 |
|
|
2023
Q1 | $1.22M | Hold |
3,232
| – | – | 0.37% | 24 |
|
|
2022
Q4 | $1.14M | Buy |
+3,232
| New | +$1.14M | 0.39% | 21 |
|