CSIA
Carl Stuart Investment Advisor’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.6M | Sell |
41,474
-429
| -1% | -$244K | 12.06% | 4 |
|
|
2025
Q1 | $21.5M | Sell |
41,903
-164
| -0.4% | -$84.3K | 12.16% | 3 |
|
|
2024
Q4 | $22.7M | Sell |
42,067
-1,680
| -4% | -$905K | 12.1% | 3 |
|
|
2024
Q3 | $23.1M | Sell |
43,747
-3,033
| -6% | -$1.6M | 12.98% | 3 |
|
|
2024
Q2 | $23.4M | Sell |
46,780
-1,119
| -2% | -$560K | 14.63% | 3 |
|
|
2024
Q1 | $23M | Sell |
47,899
-4,908
| -9% | -$2.36M | 14.93% | 3 |
|
|
2023
Q4 | $23.1M | Sell |
52,807
-766
| -1% | -$335K | 15.53% | 3 |
|
|
2023
Q3 | $21M | Sell |
53,573
-206
| -0.4% | -$80.9K | 16.93% | 3 |
|
|
2023
Q2 | $21.9M | Sell |
53,779
-622
| -1% | -$253K | 16.81% | 3 |
|
|
2023
Q1 | $298K | Sell |
54,401
-3,830
| -7% | -$21K | 0.29% | 23 |
|
|
2022
Q4 | $20.5M | Buy |
58,231
+884
| +2% | +$311K | 18.91% | 2 |
|
|
2022
Q3 | $19.9M | Buy |
57,347
+18
| +0% | +$6.24K | 17.61% | 3 |
|
|
2022
Q2 | $20.5M | Sell |
57,329
-489
| -0.8% | -$175K | 17.83% | 3 |
|
|
2022
Q1 | $240M | Sell |
57,818
-547
| -0.9% | -$2.27M | 17.45% | 3 |
|
|
2021
Q4 | $25.5M | Buy |
+58,365
| New | +$25.5M | 18.5% | 2 |
|