CPA 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
Q3 | $1.2M | Buy |
|
|||||
|
2025
Q2 | $1.03M | Hold |
|
|||||
|
2025
Q1 | $931K | Sell |
|
|||||
|
2024
Q4 | $1.08M | Sell |
|
|||||
|
2024
Q3 | $1.07M | Sell |
|
|||||
|
2024
Q2 | $1.04M | Hold |
|
|||||
|
2024
Q1 | $998K | Sell |
|
|||||
|
2023
Q4 | $1.12M | Buy |
|
|||||
|
2023
Q3 | $718K | Hold |
|
|||||
|
2023
Q2 | $745K | Buy |
|
|||||
|
2023
Q1 | $208K | Buy |
|