Cora Capital Advisors’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 | $6.33M | Buy |
11,150
+5,398
| +94% | +$3.07M | 2.82% | 7 |
|
2025
Q1 | $2.96M | Buy |
5,752
+100
| +2% | +$51.4K | 1.42% | 15 |
|
2024
Q4 | $3.05M | Sell |
5,652
-306
| -5% | -$165K | 1.47% | 15 |
|
2024
Q3 | $3.14M | Sell |
5,958
-60
| -1% | -$31.7K | 1.55% | 15 |
|
2024
Q2 | $3.01M | Sell |
6,018
-113
| -2% | -$56.5K | 1.55% | 16 |
|
2024
Q1 | $2.95M | Sell |
6,131
-16
| -0.3% | -$7.69K | 1.57% | 17 |
|
2023
Q4 | $2.68M | Sell |
6,147
-171
| -3% | -$74.7K | 1.58% | 17 |
|
2023
Q3 | $2.48M | Sell |
6,318
-305
| -5% | -$120K | 1.67% | 17 |
|
2023
Q2 | $2.7M | Sell |
6,623
-2,733
| -29% | -$1.11M | 1.79% | 15 |
|
2023
Q1 | $3.52M | Sell |
9,356
-740
| -7% | -$278K | 2.62% | 11 |
|
2022
Q4 | $3.55M | Buy |
+10,096
| New | +$3.55M | 2.44% | 10 |
|