CD
Chapin Davis’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 | $1.34M | Buy |
2,363
+1
| +0% | +$568 | 0.37% | 64 |
|
|
2025
Q1 | $1.21M | Buy |
2,362
+247
| +12% | +$127K | 0.41% | 57 |
|
|
2024
Q4 | $1.12M | Hold |
2,115
| – | – | 0.36% | 67 |
|
|
2024
Q3 | $1.12M | Buy |
2,115
+46
| +2% | +$24.3K | 0.36% | 68 |
|
|
2024
Q2 | $1.03M | Buy |
2,069
+342
| +20% | +$171K | 0.35% | 66 |
|
|
2024
Q1 | $830K | Buy |
1,727
+177
| +11% | +$85.1K | 0.3% | 82 |
|
|
2023
Q4 | $677K | Buy |
1,550
+1
| +0.1% | +$437 | 0.29% | 90 |
|
|
2023
Q3 | $608K | Buy |
1,549
+424
| +38% | +$166K | 0.29% | 85 |
|
|
2023
Q2 | $459K | Sell |
1,125
-100
| -8% | -$40.8K | 0.22% | 120 |
|
|
2023
Q1 | $461K | Hold |
1,225
| – | – | 0.24% | 114 |
|
|
2022
Q4 | $431K | Buy |
+1,225
| New | +$431K | 0.25% | 105 |
|