Certified Advisory Corp’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 | $10.8M | Buy |
18,992
+1,378
| +8% | +$783K | 1.12% | 23 |
|
|
2025
Q1 | $9.05M | Buy |
17,614
+1,162
| +7% | +$597K | 1.02% | 29 |
|
|
2024
Q4 | $8.86M | Buy |
16,452
+1,693
| +11% | +$912K | 0.96% | 28 |
|
|
2024
Q3 | $7.79M | Buy |
14,759
+1,748
| +13% | +$922K | 0.86% | 37 |
|
|
2024
Q2 | $6.51M | Buy |
13,011
+2,381
| +22% | +$1.19M | 0.82% | 36 |
|
|
2024
Q1 | $5.11M | Buy |
10,630
+3,060
| +40% | +$1.47M | 0.71% | 44 |
|
|
2023
Q4 | $3.31M | Buy |
7,570
+1,634
| +28% | +$714K | 0.5% | 65 |
|
|
2023
Q3 | $2.33M | Buy |
5,936
+1,325
| +29% | +$520K | 0.43% | 74 |
|
|
2023
Q2 | $1.88M | Buy |
4,611
+375
| +9% | +$153K | 0.35% | 82 |
|
|
2023
Q1 | $1.59M | Sell |
4,236
-120
| -3% | -$45.1K | 0.28% | 94 |
|
|
2022
Q4 | $1.53M | Buy |
4,356
+497
| +13% | +$175K | 0.3% | 89 |
|
|
2022
Q3 | $1.27M | Buy |
3,859
+139
| +4% | +$45.6K | 0.29% | 91 |
|
|
2022
Q2 | $1.29M | Sell |
3,720
-64
| -2% | -$22.2K | 0.29% | 88 |
|
|
2022
Q1 | $1.57M | Buy |
3,784
+372
| +11% | +$154K | 0.33% | 82 |
|
|
2021
Q4 | $1.49M | Buy |
3,412
+97
| +3% | +$42.4K | 0.33% | 78 |
|
|
2021
Q3 | $1.31M | Buy |
3,315
+351
| +12% | +$138K | 0.32% | 80 |
|
|
2021
Q2 | $1.17M | Buy |
2,964
+192
| +7% | +$75.5K | 0.29% | 85 |
|
|
2021
Q1 | $1.01M | Buy |
+2,772
| New | +$1.01M | 0.26% | 88 |
|
|
2020
Q2 | $647K | Buy |
2,284
+1,157
| +103% | +$328K | 0.21% | 107 |
|
|
2020
Q1 | $267K | Buy |
1,127
+225
| +25% | +$53.3K | 0.11% | 151 |
|
|
2019
Q4 | $267K | Buy |
902
+16
| +2% | +$4.74K | 0.09% | 168 |
|
|
2019
Q3 | $242K | Sell |
886
-23
| -3% | -$6.28K | 0.08% | 167 |
|
|
2019
Q2 | $245K | Sell |
909
-112
| -11% | -$30.2K | 0.09% | 157 |
|
|
2019
Q1 | $265K | Sell |
1,021
-1
| -0.1% | -$260 | 0.11% | 143 |
|
|
2018
Q4 | $235K | Sell |
1,022
-157
| -13% | -$36.1K | 0.12% | 136 |
|
|
2018
Q3 | $315K | Sell |
1,179
-5
| -0.4% | -$1.34K | 0.15% | 116 |
|
|
2018
Q2 | $296K | Buy |
1,184
+3
| +0.3% | +$750 | 0.16% | 112 |
|
|
2018
Q1 | $285K | Sell |
1,181
-3,956
| -77% | -$955K | 0.17% | 117 |
|
|
2017
Q4 | $269K | Buy |
+5,137
| New | +$269K | 0.19% | 97 |
|