CAM
CPA Asset 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 | $1.03M | Hold |
1,811
| – | – | 0.43% | 37 |
|
|
2025
Q1 | $931K | Sell |
1,811
-200
| -10% | -$103K | 0.41% | 41 |
|
|
2024
Q4 | $1.08M | Sell |
2,011
-23
| -1% | -$12.4K | 0.5% | 38 |
|
|
2024
Q3 | $1.07M | Sell |
2,034
-41
| -2% | -$21.6K | 0.52% | 39 |
|
|
2024
Q2 | $1.04M | Hold |
2,075
| – | – | 0.56% | 38 |
|
|
2024
Q1 | $998K | Sell |
2,075
-482
| -19% | -$232K | 0.56% | 36 |
|
|
2023
Q4 | $1.12M | Buy |
2,557
+729
| +40% | +$318K | 0.68% | 29 |
|
|
2023
Q3 | $718K | Hold |
1,828
| – | – | 0.5% | 36 |
|
|
2023
Q2 | $745K | Buy |
1,828
+1,276
| +231% | +$520K | 0.54% | 34 |
|
|
2023
Q1 | $208K | Buy |
+552
| New | +$208K | 0.16% | 68 |
|