C
Certuity’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 | $9.12M | Buy |
16,063
+5,405
| +51% | +$3.07M | 0.86% | 27 |
|
|
2025
Q1 | $5.47M | Buy |
10,658
+870
| +9% | +$447K | 0.57% | 37 |
|
|
2024
Q4 | $5.27M | Sell |
9,788
-6,857
| -41% | -$3.69M | 0.57% | 39 |
|
|
2024
Q3 | $8.78M | Sell |
16,645
-1,978
| -11% | -$1.04M | 0.95% | 27 |
|
|
2024
Q2 | $9.31M | Buy |
18,623
+700
| +4% | +$350K | 0.74% | 32 |
|
|
2024
Q1 | $8.62M | Buy |
17,923
+1,027
| +6% | +$494K | 0.76% | 34 |
|
|
2023
Q4 | $7.38M | Buy |
16,896
+6,001
| +55% | +$2.62M | 0.75% | 32 |
|
|
2023
Q3 | $4.28M | Buy |
10,895
+2,594
| +31% | +$1.02M | 0.5% | 35 |
|
|
2023
Q2 | $3.38M | Buy |
8,301
+4,673
| +129% | +$1.9M | 0.38% | 42 |
|
|
2023
Q1 | $1.36M | Sell |
3,628
-8
| -0.2% | -$3.01K | 0.2% | 58 |
|
|
2022
Q4 | $1.28M | Buy |
3,636
+175
| +5% | +$61.5K | 0.2% | 60 |
|
|
2022
Q3 | $1.14M | Sell |
3,461
-115
| -3% | -$37.7K | 0.26% | 47 |
|
|
2022
Q2 | $1.24M | Buy |
3,576
+436
| +14% | +$151K | 0.32% | 43 |
|
|
2022
Q1 | $1.3M | Buy |
3,140
+78
| +3% | +$32.4K | 0.28% | 59 |
|
|
2021
Q4 | $1.34M | Sell |
3,062
-1,396
| -31% | -$610K | 0.29% | 54 |
|
|
2021
Q3 | $1.22M | Sell |
4,458
-55
| -1% | -$15.1K | 0.24% | 69 |
|
|
2021
Q2 | $1.24M | Sell |
4,513
-4,804
| -52% | -$1.32M | 0.29% | 58 |
|
|
2021
Q1 | $2.9M | Buy |
9,317
+1,351
| +17% | +$420K | 0.78% | 21 |
|
|
2020
Q4 | $2.27M | Buy |
7,966
+6,067
| +319% | +$1.73M | 0.73% | 23 |
|
|
2020
Q3 | $584K | Buy |
1,899
+100
| +6% | +$30.8K | 0.23% | 70 |
|
|
2020
Q2 | $510K | Sell |
1,799
-392
| -18% | -$111K | 0.24% | 64 |
|
|
2020
Q1 | $519K | Buy |
+2,191
| New | +$519K | 0.29% | 58 |
|