Central Valley Advisors’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 | $11.8M | Buy |
20,733
+8,825
| +74% | +$5.01M | 4.01% | 3 |
|
|
2025
Q1 | $6.12M | Buy |
11,908
+7,144
| +150% | +$3.67M | 2.32% | 13 |
|
|
2024
Q4 | $2.57M | Buy |
4,764
+4,166
| +697% | +$2.24M | 1.17% | 21 |
|
|
2024
Q3 | $316K | Buy |
+598
| New | +$316K | 0.18% | 101 |
|
|
2024
Q2 | – | Sell |
-2,172
| Closed | -$1.04M | – | 191 |
|
|
2024
Q1 | $1.04M | Sell |
2,172
-2
| -0.1% | -$961 | 0.54% | 54 |
|
|
2023
Q4 | $950K | Buy |
+2,174
| New | +$950K | 0.56% | 59 |
|