CFS Investment Advisory Services’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 | $2.36M | Buy |
4,154
+479
| +13% | +$272K | 0.19% | 101 |
|
|
2025
Q1 | $1.89M | Buy |
3,675
+83
| +2% | +$42.6K | 0.17% | 116 |
|
|
2024
Q4 | $1.94M | Buy |
3,592
+416
| +13% | +$224K | 0.17% | 110 |
|
|
2024
Q3 | $1.68M | Sell |
3,176
-73
| -2% | -$38.5K | 0.14% | 117 |
|
|
2024
Q2 | $1.63M | Buy |
+3,249
| New | +$1.63M | 0.13% | 109 |
|
|
2022
Q2 | – | Sell |
-37,365
| Closed | – | – | 521 |
|
|
2022
Q1 | $0 | Buy |
+37,365
| New | – | ﹤0.01% | 548 |
|
|
2020
Q4 | $1.94M | Buy |
+5,654
| New | +$1.94M | 0.31% | 82 |
|