CIM
Corda Investment Management’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 | $15.3M | Buy |
26,864
+1,146
| +4% | +$651K | 1.12% | 35 |
|
|
2025
Q1 | $13.2M | Buy |
25,718
+111
| +0.4% | +$57K | 1.05% | 34 |
|
|
2024
Q4 | $13.8M | Buy |
25,607
+4
| +0% | +$2.16K | 1.1% | 34 |
|
|
2024
Q3 | $13.5M | Sell |
25,603
-223
| -0.9% | -$118K | 1.05% | 35 |
|
|
2024
Q2 | $12.9M | Buy |
25,826
+21
| +0.1% | +$10.5K | 1.05% | 37 |
|
|
2024
Q1 | $12.4M | Buy |
25,805
+183
| +0.7% | +$88K | 0.99% | 37 |
|
|
2023
Q4 | $11.2M | Buy |
25,622
+487
| +2% | +$213K | 0.94% | 37 |
|
|
2023
Q3 | $9.87M | Buy |
25,135
+15
| +0.1% | +$5.89K | 0.89% | 40 |
|
|
2023
Q2 | $10.2M | Sell |
25,120
-2,025
| -7% | -$825K | 0.8% | 45 |
|
|
2023
Q1 | $10.2M | Sell |
27,145
-24,833
| -48% | -$9.34M | 0.82% | 46 |
|
|
2022
Q4 | $18.3M | Buy |
51,978
+31,473
| +153% | +$11.1M | 1.49% | 31 |
|
|
2022
Q3 | $6.73M | Sell |
20,505
-14
| -0.1% | -$4.6K | 0.6% | 47 |
|
|
2022
Q2 | $7.12M | Sell |
20,519
-390
| -2% | -$135K | 0.6% | 47 |
|
|
2022
Q1 | $8.68M | Buy |
20,909
+5,888
| +39% | +$2.44M | 0.67% | 47 |
|
|
2021
Q4 | $6.56M | Sell |
15,021
-112
| -0.7% | -$48.9K | 0.52% | 49 |
|
|
2021
Q3 | $5.97M | Hold |
15,133
| – | – | 0.52% | 47 |
|
|
2021
Q2 | $5.96M | Buy |
15,133
+520
| +4% | +$205K | 0.51% | 47 |
|
|
2021
Q1 | $5.32M | Buy |
14,613
+2,520
| +21% | +$918K | 0.48% | 46 |
|
|
2020
Q4 | $4.16M | Buy |
12,093
+2,351
| +24% | +$808K | 0.42% | 42 |
|
|
2020
Q3 | $3M | Buy |
+9,742
| New | +$3M | 0.33% | 45 |
|