CFD
Creative Financial Designs’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 | $8.64M | Buy |
15,207
+995
| +7% | +$565K | 0.62% | 38 |
|
|
2025
Q1 | $7.3M | Buy |
14,212
+87
| +0.6% | +$44.7K | 0.58% | 36 |
|
|
2024
Q4 | $7.61M | Buy |
14,125
+339
| +2% | +$183K | 0.62% | 34 |
|
|
2024
Q3 | $7.27M | Sell |
13,786
-68
| -0.5% | -$35.9K | 0.61% | 34 |
|
|
2024
Q2 | $6.93M | Buy |
13,854
+1,360
| +11% | +$680K | 0.62% | 37 |
|
|
2024
Q1 | $6.01M | Buy |
12,494
+496
| +4% | +$238K | 0.57% | 41 |
|
|
2023
Q4 | $5.24M | Buy |
11,998
+1,724
| +17% | +$753K | 0.53% | 41 |
|
|
2023
Q3 | $4.03M | Buy |
10,274
+510
| +5% | +$200K | 0.47% | 48 |
|
|
2023
Q2 | $3.98M | Buy |
9,764
+893
| +10% | +$364K | 0.47% | 48 |
|
|
2023
Q1 | $3.34M | Buy |
8,871
+651
| +8% | +$245K | 0.44% | 58 |
|
|
2022
Q4 | $2.89M | Sell |
8,220
-550
| -6% | -$193K | 0.43% | 56 |
|
|
2022
Q3 | $2.88M | Buy |
8,770
+564
| +7% | +$185K | 0.47% | 44 |
|
|
2022
Q2 | $2.85M | Buy |
8,206
+805
| +11% | +$279K | 0.47% | 47 |
|
|
2022
Q1 | $3.07M | Buy |
7,401
+578
| +8% | +$240K | 0.47% | 49 |
|
|
2021
Q4 | $2.98M | Buy |
6,823
+224
| +3% | +$97.8K | 0.45% | 47 |
|
|
2021
Q3 | $2.6M | Buy |
6,599
+335
| +5% | +$132K | 0.43% | 51 |
|
|
2021
Q2 | $2.47M | Buy |
6,264
+20
| +0.3% | +$7.87K | 0.43% | 53 |
|
|
2021
Q1 | $2.28M | Buy |
6,244
+275
| +5% | +$100K | 0.44% | 47 |
|
|
2020
Q4 | $2.05M | Buy |
5,969
+89
| +2% | +$30.6K | 0.44% | 45 |
|
|
2020
Q3 | $1.81M | Sell |
5,880
-1,223
| -17% | -$376K | 0.45% | 47 |
|
|
2020
Q2 | $2.01M | Buy |
7,103
+6,193
| +681% | +$1.76M | 0.61% | 30 |
|
|
2020
Q1 | $216K | Sell |
910
-10,262
| -92% | -$2.44M | 0.11% | 115 |
|
|
2019
Q4 | $3.33M | Sell |
11,172
-1,187
| -10% | -$354K | 1.49% | 17 |
|
|
2019
Q3 | $3.27M | Sell |
12,359
-1,558
| -11% | -$412K | 1.76% | 14 |
|
|
2019
Q2 | $3.79M | Sell |
13,917
-2,578
| -16% | -$703K | 2.06% | 12 |
|
|
2019
Q1 | $4.28M | Sell |
16,495
-352
| -2% | -$91.4K | 2.56% | 8 |
|
|
2018
Q4 | $3.87M | Sell |
16,847
-532
| -3% | -$122K | 2.81% | 5 |
|
|
2018
Q3 | $4.64M | Sell |
17,379
-924
| -5% | -$247K | 2.67% | 5 |
|
|
2018
Q2 | $4.57M | Buy |
18,303
+263
| +1% | +$65.6K | 2.68% | 5 |
|
|
2018
Q1 | $4.37M | Buy |
18,040
+1,577
| +10% | +$382K | 2.8% | 5 |
|
|
2017
Q4 | $4.04M | Buy |
16,463
+2,521
| +18% | +$618K | 2.74% | 6 |
|
|
2017
Q3 | $3.22M | Buy |
13,942
+2,761
| +25% | +$637K | 1.85% | 9 |
|
|
2017
Q2 | $2.48M | Buy |
11,181
+2,849
| +34% | +$633K | 1.59% | 11 |
|
|
2017
Q1 | $1.8M | Buy |
8,332
+3,395
| +69% | +$735K | 1.3% | 20 |
|
|
2016
Q4 | $1.01M | Buy |
+4,937
| New | +$1.01M | 0.83% | 35 |
|