CANC
Culbertson A N & Co’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 | $2.37M | Buy |
4,164
+496
| +14% | +$282K | 0.36% | 64 |
|
|
2025
Q1 | $1.89M | Sell |
3,668
-122
| -3% | -$62.7K | 0.3% | 74 |
|
|
2024
Q4 | $2.04M | Sell |
3,790
-360
| -9% | -$194K | 0.32% | 67 |
|
|
2024
Q3 | $2.19M | Sell |
4,150
-85
| -2% | -$44.9K | 0.35% | 65 |
|
|
2024
Q2 | $2.12M | Buy |
4,235
+79
| +2% | +$39.5K | 0.37% | 58 |
|
|
2024
Q1 | $2M | Buy |
4,156
+4
| +0.1% | +$1.92K | 0.34% | 65 |
|
|
2023
Q4 | $1.81M | Buy |
4,152
+32
| +0.8% | +$14K | 0.34% | 66 |
|
|
2023
Q3 | $1.62M | Sell |
4,120
-397
| -9% | -$156K | 0.32% | 64 |
|
|
2023
Q2 | $1.84M | Sell |
4,517
-532
| -11% | -$217K | 0.36% | 63 |
|
|
2023
Q1 | $1.9M | Buy |
5,049
+125
| +3% | +$47K | 0.39% | 62 |
|
|
2022
Q4 | $1.73M | Buy |
4,924
+353
| +8% | +$124K | 0.36% | 68 |
|
|
2022
Q3 | $1.5M | Buy |
4,571
+496
| +12% | +$163K | 0.35% | 67 |
|
|
2022
Q2 | $1.41M | Buy |
4,075
+33
| +0.8% | +$11.4K | 0.31% | 75 |
|
|
2022
Q1 | $1.68M | Sell |
4,042
-344
| -8% | -$143K | 0.32% | 72 |
|
|
2021
Q4 | $1.91M | Buy |
4,386
+33
| +0.8% | +$14.4K | 0.36% | 68 |
|
|
2021
Q3 | $1.72M | Buy |
4,353
+80
| +2% | +$31.5K | 0.35% | 69 |
|
|
2021
Q2 | $1.68M | Buy |
4,273
+80
| +2% | +$31.5K | 0.35% | 71 |
|
|
2021
Q1 | $1.53M | Sell |
4,193
-365
| -8% | -$133K | 0.34% | 71 |
|
|
2020
Q4 | $1.57M | Sell |
4,558
-5
| -0.1% | -$1.72K | 0.37% | 66 |
|
|
2020
Q3 | $1.4M | Buy |
4,563
+55
| +1% | +$16.9K | 0.37% | 65 |
|
|
2020
Q2 | $1.28M | Buy |
4,508
+20
| +0.4% | +$5.67K | 0.35% | 71 |
|
|
2020
Q1 | $1.06M | Buy |
4,488
+191
| +4% | +$45.2K | 0.34% | 71 |
|
|
2019
Q4 | $1.27M | Buy |
4,297
+10
| +0.2% | +$2.96K | 0.33% | 72 |
|
|
2019
Q3 | $1.17M | Buy |
4,287
+252
| +6% | +$68.7K | 0.32% | 75 |
|
|
2019
Q2 | $1.09M | Sell |
4,035
-160
| -4% | -$43.1K | 0.3% | 75 |
|
|
2019
Q1 | $1.09M | Buy |
4,195
+1,020
| +32% | +$265K | 0.31% | 74 |
|
|
2018
Q4 | $730K | Buy |
3,175
+520
| +20% | +$120K | 0.23% | 81 |
|
|
2018
Q3 | $709K | Buy |
+2,655
| New | +$709K | 0.19% | 84 |
|