CIBC Private Wealth Group’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 | $442M | Buy |
777,889
+6,881
| +0.9% | +$3.91M | 0.79% | 25 |
|
|
2025
Q1 | $352M | Buy |
771,008
+30,896
| +4% | +$14.1M | 0.74% | 31 |
|
|
2024
Q4 | $401M | Buy |
740,112
+19,659
| +3% | +$10.7M | 0.73% | 26 |
|
|
2024
Q3 | $380M | Buy |
720,453
+2,855
| +0.4% | +$1.51M | 0.68% | 36 |
|
|
2024
Q2 | $366M | Buy |
717,598
+47,106
| +7% | +$24M | 0.69% | 33 |
|
|
2024
Q1 | $322M | Sell |
670,492
-4,798
| -0.7% | -$2.3M | 0.63% | 43 |
|
|
2023
Q4 | $295M | Buy |
675,290
+56,075
| +9% | +$24.5M | 0.62% | 40 |
|
|
2023
Q3 | $243M | Buy |
619,215
+611,478
| +7,903% | +$240M | 0.58% | 50 |
|
|
2023
Q2 | $228M | Sell |
7,737
-536,546
| -99% | -$15.8B | 0.5% | 58 |
|
|
2023
Q1 | $120M | Sell |
544,283
-462,865
| -46% | -$102M | 0.26% | 90 |
|
|
2022
Q4 | $313M | Buy |
1,007,148
+485,618
| +93% | +$151M | 1.05% | 28 |
|
|
2022
Q3 | $171M | Buy |
521,530
+95,191
| +22% | +$31.3M | 0.46% | 62 |
|
|
2022
Q2 | $148M | Buy |
426,339
+49,866
| +13% | +$17.3M | 0.38% | 70 |
|
|
2022
Q1 | $156M | Sell |
376,473
-97,829
| -21% | -$40.6M | 0.34% | 76 |
|
|
2021
Q4 | $207M | Buy |
474,302
+155,582
| +49% | +$67.9M | 0.43% | 66 |
|
|
2021
Q3 | $126M | Sell |
318,720
-32,814
| -9% | -$12.9M | 0.29% | 87 |
|
|
2021
Q2 | $138M | Sell |
351,534
-28,051
| -7% | -$11M | 0.32% | 83 |
|
|
2021
Q1 | $138M | Sell |
379,585
-99,008
| -21% | -$36.1M | 0.35% | 72 |
|
|
2020
Q4 | $164M | Buy |
478,593
+74,024
| +18% | +$25.4M | 0.43% | 63 |
|
|
2020
Q3 | $123M | Buy |
404,569
+74,922
| +23% | +$22.8M | 0.38% | 69 |
|
|
2020
Q2 | $93.4M | Sell |
329,647
-89,665
| -21% | -$25.4M | 0.45% | 63 |
|
|
2020
Q1 | $99.3M | Sell |
419,312
-230,048
| -35% | -$54.5M | 0.43% | 66 |
|
|
2019
Q4 | $192M | Buy |
649,360
+189,460
| +41% | +$56M | 0.63% | 46 |
|
|
2019
Q3 | $125M | Buy |
459,900
+48,631
| +12% | +$13.3M | 0.44% | 70 |
|
|
2019
Q2 | $111M | Sell |
411,269
-6,242
| -1% | -$1.68M | 0.39% | 81 |
|
|
2019
Q1 | $108M | Sell |
417,511
-317,180
| -43% | -$82.3M | 0.42% | 78 |
|
|
2018
Q4 | $169M | Buy |
734,691
+496,418
| +208% | +$114M | 0.75% | 36 |
|
|
2018
Q3 | $63.6M | Buy |
238,273
+22,785
| +11% | +$6.08M | 0.24% | 113 |
|
|
2018
Q2 | $53.8M | Buy |
215,488
+28,361
| +15% | +$7.08M | 0.22% | 124 |
|
|
2018
Q1 | $45.3M | Sell |
187,127
-267,644
| -59% | -$64.8M | 0.2% | 133 |
|
|
2017
Q4 | $112M | Buy |
454,771
+370,646
| +441% | +$90.9M | 0.47% | 62 |
|
|
2017
Q3 | $19.4M | Buy |
84,125
+27,419
| +48% | +$6.33M | 0.09% | 197 |
|
|
2017
Q2 | $12.6M | Buy |
56,706
+3,938
| +7% | +$874K | 0.08% | 190 |
|
|
2017
Q1 | $11.4M | Buy |
52,768
+18,455
| +54% | +$3.99M | 0.07% | 199 |
|
|
2016
Q4 | $7.05M | Buy |
34,313
+2,585
| +8% | +$531K | 0.05% | 250 |
|
|
2016
Q3 | $6.3M | Sell |
31,728
-98
| -0.3% | -$19.5K | 0.04% | 257 |
|
|
2016
Q2 | $6.12M | Buy |
31,826
+10,355
| +48% | +$1.99M | 0.04% | 250 |
|
|
2016
Q1 | $4.05M | Hold |
21,471
| – | – | 0.03% | 285 |
|
|
2015
Q4 | $4.01M | Buy |
+21,471
| New | +$4.01M | 0.03% | 292 |
|
|
2015
Q2 | – | Sell |
-10,161
| Closed | -$1.92M | – | 639 |
|
|
2015
Q1 | $1.92M | Buy |
+10,161
| New | +$1.92M | 0.01% | 383 |
|