Cidel Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63M | Hold |
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|
2025
Q1 | $5.09M | Hold |
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|
2024
Q4 | $5.34M | Hold |
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|
2024
Q3 | $5.23M | Buy |
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|
2024
Q2 | $2.25M | Hold |
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|
2024
Q1 | $2.17M | Sell |
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|
2023
Q4 | $2.11M | Sell |
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|
2023
Q3 | $1.95M | Hold |
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|
2023
Q2 | $2.02M | Hold |
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|
2023
Q1 | $1.86M | Hold |
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|
2022
Q4 | $1.74M | Buy |
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|
2022
Q3 | $479K | Hold |
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|
2022
Q2 | $506K | Hold |
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|
2022
Q1 | $606K | Hold |
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|
2021
Q4 | $637K | Hold |
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|
2021
Q3 | $575K | Hold |
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|
2021
Q2 | $574K | Sell |
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|
2021
Q1 | $586K | Hold |
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|
2020
Q4 | $553K | Sell |
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|
2020
Q3 | $541K | Hold |
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|
2020
Q2 | $498K | Sell |
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|
2020
Q1 | $432K | Buy |
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|
2019
Q4 | $474K | Sell |
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|
2019
Q3 | $1.79M | Buy |
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|
2019
Q2 | $431K | Hold |
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|
2019
Q1 | $416K | Hold |
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|
2018
Q4 | $368K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $325K | Hold |
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|
2018
Q1 | $316K | Hold |
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|
2017
Q4 | $320K | Hold |
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|
2017
Q3 | $301K | Hold |
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|
2017
Q2 | $290K | Hold |
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|
2017
Q1 | $285K | Hold |
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|
2016
Q4 | $268K | Hold |
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|
2016
Q3 | $259K | Hold |
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|
2016
Q2 | $251K | Hold |
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|
2016
Q1 | $246K | Hold |
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|
2015
Q4 | $244K | Sell |
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|
2015
Q3 | $1.16M | Buy |
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|
2015
Q2 | $247K | Buy |
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