CBIZ Investment Advisory Services’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
Q3 | $335K | Sell |
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|
2025
Q2 | $638K | Sell |
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|
2025
Q1 | $663K | Hold |
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|
2024
Q4 | $696K | Hold |
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|
2024
Q3 | $683K | Sell |
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|
2024
Q2 | $724K | Buy |
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|
2024
Q1 | $625K | Hold |
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|
2023
Q4 | $568K | Hold |
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|
2023
Q3 | $513K | Hold |
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|
2023
Q2 | $532K | Hold |
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|
2023
Q1 | $489K | Sell |
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|
2022
Q4 | $659K | Hold |
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|
2022
Q3 | $618K | Buy |
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|
2022
Q2 | $454K | Sell |
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|
2022
Q1 | $563M | Buy |
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|
2021
Q4 | $604K | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Hold |
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