CRA Financial Services’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 | $8.85M | Buy |
15,583
+1,745
| +13% | +$991K | 1.35% | 19 |
|
|
2025
Q1 | $7.11M | Buy |
13,838
+3,467
| +33% | +$1.78M | 1.22% | 19 |
|
|
2024
Q4 | $5.59M | Buy |
10,371
+1,914
| +23% | +$1.03M | 0.96% | 20 |
|
|
2024
Q3 | $4.46M | Buy |
8,457
+3,019
| +56% | +$1.59M | 0.82% | 26 |
|
|
2024
Q2 | $2.72M | Buy |
5,438
+1,352
| +33% | +$676K | 0.55% | 38 |
|
|
2024
Q1 | $1.96M | Buy |
4,086
+2,063
| +102% | +$992K | 0.43% | 48 |
|
|
2023
Q4 | $884K | Buy |
2,023
+420
| +26% | +$183K | 0.22% | 79 |
|
|
2023
Q3 | $630K | Buy |
1,603
+40
| +3% | +$15.7K | 0.17% | 94 |
|
|
2023
Q2 | $637K | Buy |
1,563
+34
| +2% | +$13.9K | 0.17% | 95 |
|
|
2023
Q1 | $575K | Buy |
1,529
+286
| +23% | +$108K | 0.17% | 100 |
|
|
2022
Q4 | $437K | Sell |
1,243
-141
| -10% | -$49.6K | 0.14% | 112 |
|
|
2022
Q3 | $455K | Buy |
1,384
+46
| +3% | +$15.1K | 0.16% | 108 |
|
|
2022
Q2 | $464K | Buy |
1,338
+150
| +13% | +$52K | 0.16% | 111 |
|
|
2022
Q1 | $493K | Buy |
1,188
+338
| +40% | +$140K | 0.15% | 110 |
|
|
2021
Q4 | $371K | Buy |
850
+20
| +2% | +$8.73K | 0.11% | 135 |
|
|
2021
Q3 | $328K | Buy |
830
+147
| +22% | +$58.1K | 0.11% | 132 |
|
|
2021
Q2 | $269K | Sell |
683
-16
| -2% | -$6.3K | 0.09% | 155 |
|
|
2021
Q1 | $255K | Sell |
699
-4
| -0.6% | -$1.46K | 0.1% | 147 |
|
|
2020
Q4 | $242K | Buy |
703
+2
| +0.3% | +$688 | 0.1% | 136 |
|
|
2020
Q3 | $216K | Buy |
+701
| New | +$216K | 0.1% | 129 |
|
|
2020
Q1 | – | Sell |
-684
| Closed | -$202K | – | 150 |
|
|
2019
Q4 | $202K | Buy |
+684
| New | +$202K | 0.11% | 142 |
|