CPIA
Cornell Pochily Investment Advisors’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 | $784K | Sell |
1,380
-170
| -11% | -$96.6K | 0.26% | 87 |
|
|
2025
Q1 | $796K | Sell |
1,550
-8
| -0.5% | -$4.11K | 0.28% | 90 |
|
|
2024
Q4 | $840K | Sell |
1,558
-48
| -3% | -$25.9K | 0.29% | 87 |
|
|
2024
Q3 | $848K | Sell |
1,606
-150
| -9% | -$79.2K | 0.29% | 86 |
|
|
2024
Q2 | $878K | Hold |
1,756
| – | – | 0.33% | 76 |
|
|
2024
Q1 | $844K | Buy |
1,756
+1
| +0.1% | +$481 | 0.33% | 80 |
|
|
2023
Q4 | $767K | Sell |
1,755
-499
| -22% | -$218K | 0.32% | 86 |
|
|
2023
Q3 | $885K | Sell |
2,254
-899
| -29% | -$353K | 0.39% | 77 |
|
|
2023
Q2 | $1.28M | Hold |
3,153
| – | – | 0.53% | 55 |
|
|
2023
Q1 | $1.19M | Buy |
3,153
+374
| +13% | +$141K | 0.51% | 62 |
|
|
2022
Q4 | $977K | Buy |
2,779
+1
| +0% | +$351 | 0.44% | 69 |
|
|
2022
Q3 | $912K | Buy |
2,778
+1
| +0% | +$328 | 0.4% | 70 |
|
|
2022
Q2 | $963K | Sell |
2,777
-4
| -0.1% | -$1.39K | 0.43% | 71 |
|
|
2022
Q1 | $1.16M | Sell |
2,781
-3
| -0.1% | -$1.25K | 0.45% | 71 |
|
|
2021
Q4 | $1.22M | Sell |
2,784
-2
| -0.1% | -$873 | 0.47% | 60 |
|
|
2021
Q3 | $1.1M | Buy |
2,786
+1
| +0% | +$394 | 0.48% | 58 |
|
|
2021
Q2 | $1.1M | Buy |
2,785
+5
| +0.2% | +$1.97K | 0.48% | 57 |
|
|
2021
Q1 | $1.01M | Sell |
2,780
-129
| -4% | -$47K | 0.49% | 56 |
|
|
2020
Q4 | $10M | Buy |
2,909
+546
| +23% | +$1.88M | 4.81% | 2 |
|
|
2020
Q3 | $727K | Sell |
2,363
-99
| -4% | -$30.5K | 0.42% | 67 |
|
|
2020
Q2 | $698K | Hold |
2,462
| – | – | 0.43% | 63 |
|
|
2020
Q1 | $583K | Buy |
2,462
+288
| +13% | +$68.2K | 0.43% | 62 |
|
|
2019
Q4 | $643K | Hold |
2,174
| – | – | 0.38% | 73 |
|
|
2019
Q3 | $593K | Buy |
2,174
+1
| +0% | +$273 | 0.38% | 76 |
|
|
2019
Q2 | $585 | Sell |
2,173
-20
| -0.9% | -$5 | 0.15% | 81 |
|
|
2019
Q1 | $569K | Sell |
2,193
-310
| -12% | -$80.4K | 0.39% | 70 |
|
|
2018
Q4 | $575K | Sell |
2,503
-499
| -17% | -$115K | 0.37% | 72 |
|
|
2018
Q3 | $801K | Sell |
3,002
-19
| -0.6% | -$5.07K | 0.54% | 50 |
|
|
2018
Q2 | $753K | Sell |
3,021
-34
| -1% | -$8.48K | 0.52% | 57 |
|
|
2018
Q1 | $739K | Hold |
3,055
| – | – | 0.52% | 60 |
|
|
2017
Q4 | $749K | Buy |
+3,055
| New | +$749K | 0.48% | 62 |
|