CA
Crumly & Associates’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 | $6.99M | Sell |
12,305
-6,835
| -36% | -$3.88M | 1.7% | 20 |
|
|
2025
Q1 | $9.84M | Sell |
19,140
-2,126
| -10% | -$1.09M | 2.72% | 7 |
|
|
2024
Q4 | $11.5M | Buy |
21,266
+8,995
| +73% | +$4.85M | 3.12% | 7 |
|
|
2024
Q3 | $6.48M | Sell |
12,271
-20
| -0.2% | -$10.6K | 1.79% | 18 |
|
|
2024
Q2 | $6.15M | Sell |
12,291
-14
| -0.1% | -$7K | 1.77% | 21 |
|
|
2024
Q1 | $5.92M | Sell |
12,305
-394
| -3% | -$189K | 1.56% | 26 |
|
|
2023
Q4 | $5.55M | Sell |
12,699
-17,575
| -58% | -$7.68M | 1.61% | 24 |
|
|
2023
Q3 | $11.9M | Buy |
30,274
+1,665
| +6% | +$654K | 4.67% | 2 |
|
|
2023
Q2 | $11.7M | Sell |
28,609
-2,305
| -7% | -$939K | 4.67% | 2 |
|
|
2023
Q1 | $11.6M | Sell |
30,914
-41,972
| -58% | -$15.8M | 5.05% | 2 |
|
|
2022
Q4 | $25.6M | Buy |
72,886
+63,807
| +703% | +$22.4M | 9.66% | 2 |
|
|
2022
Q3 | $2.98M | Hold |
9,079
| – | – | 1.23% | 24 |
|
|
2022
Q2 | $3.15M | Sell |
9,079
-1,668
| -16% | -$579K | 1.31% | 22 |
|
|
2022
Q1 | $4.46M | Sell |
10,747
-1,268
| -11% | -$526K | 1.67% | 20 |
|
|
2021
Q4 | $4.93M | Sell |
12,015
-1,249
| -9% | -$513K | 1.95% | 17 |
|
|
2021
Q3 | $5.23M | Buy |
13,264
+2,202
| +20% | +$868K | 2.43% | 14 |
|
|
2021
Q2 | $4.35M | Sell |
11,062
-444
| -4% | -$175K | 2.11% | 16 |
|
|
2021
Q1 | $4.19M | Sell |
11,506
-123
| -1% | -$44.8K | 2.45% | 15 |
|
|
2020
Q4 | $4.09M | Sell |
11,629
-2,152
| -16% | -$757K | 2.87% | 14 |
|
|
2020
Q3 | $4.24M | Sell |
13,781
-1,792
| -12% | -$551K | 3.62% | 10 |
|
|
2020
Q2 | $4.41M | Sell |
15,573
-2,285
| -13% | -$648K | 4.14% | 10 |
|
|
2020
Q1 | $4.23M | Buy |
+17,858
| New | +$4.23M | 5.19% | 8 |
|