CA
Cresta 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 | $1.24M | Hold |
2,185
| – | – | 0.61% | 27 |
|
|
2025
Q1 | $1.12M | Sell |
2,185
-15
| -0.7% | -$7.71K | 0.58% | 28 |
|
|
2024
Q4 | $1.16M | Hold |
2,200
| – | – | 0.61% | 28 |
|
|
2024
Q3 | $1.16M | Buy |
2,200
+1,164
| +112% | +$614K | 0.61% | 28 |
|
|
2024
Q2 | $518K | Sell |
1,036
-2
| -0.2% | -$1K | 0.31% | 35 |
|
|
2024
Q1 | $499K | Sell |
1,038
-50
| -5% | -$24K | 0.32% | 34 |
|
|
2023
Q4 | $475K | Hold |
1,088
| – | – | 0.32% | 36 |
|
|
2023
Q3 | $427K | Buy |
1,088
+74
| +7% | +$29.1K | 0.33% | 34 |
|
|
2023
Q2 | $413K | Buy |
1,014
+207
| +26% | +$84.3K | 0.32% | 37 |
|
|
2023
Q1 | $303K | Sell |
807
-883
| -52% | -$332K | 0.24% | 34 |
|
|
2022
Q4 | $594K | Buy |
+1,690
| New | +$594K | 0.52% | 19 |
|