CVA Family Office’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 | $22M | Sell |
38,769
-1,719
| -4% | -$976K | 3.09% | 4 |
|
|
2025
Q1 | $20.8M | Buy |
40,488
+1,323
| +3% | +$680K | 3.19% | 4 |
|
|
2024
Q4 | $21.1M | Sell |
39,165
-2,184
| -5% | -$1.18M | 3.34% | 4 |
|
|
2024
Q3 | $21.8M | Sell |
41,349
-7
| -0% | -$3.69K | 3.54% | 4 |
|
|
2024
Q2 | $20.7M | Sell |
41,356
-214
| -0.5% | -$107K | 3.72% | 4 |
|
|
2024
Q1 | $20M | Sell |
41,570
-1,877
| -4% | -$902K | 3.57% | 3 |
|
|
2023
Q4 | $19M | Buy |
43,447
+60
| +0.1% | +$26.2K | 3.7% | 3 |
|
|
2023
Q3 | $17M | Buy |
43,387
+641
| +1% | +$252K | 3.89% | 3 |
|
|
2023
Q2 | $17.4M | Buy |
42,746
+89
| +0.2% | +$36.2K | 3.65% | 3 |
|
|
2023
Q1 | $16M | Buy |
42,657
+718
| +2% | +$270K | 3.58% | 3 |
|
|
2022
Q4 | $14.7M | Buy |
41,939
+17,529
| +72% | +$6.16M | 3.57% | 3 |
|
|
2022
Q3 | $8.01M | Sell |
24,410
-1,398
| -5% | -$459K | 2.18% | 8 |
|
|
2022
Q2 | $8.95M | Sell |
25,808
-870
| -3% | -$302K | 2.43% | 7 |
|
|
2022
Q1 | $11.1M | Sell |
26,678
-639
| -2% | -$265K | 2.65% | 7 |
|
|
2021
Q4 | $11.9M | Buy |
27,317
+4,290
| +19% | +$1.87M | 2.97% | 6 |
|
|
2021
Q3 | $7.08M | Sell |
23,027
-1,214
| -5% | -$373K | 5.12% | 3 |
|
|
2021
Q2 | $9.54M | Buy |
24,241
+34
| +0.1% | +$13.4K | 2.71% | 6 |
|
|
2021
Q1 | $8.82M | Buy |
24,207
+1,114
| +5% | +$406K | 3.35% | 5 |
|
|
2020
Q4 | $7.94M | Buy |
23,093
+66
| +0.3% | +$22.7K | 4.87% | 3 |
|
|
2020
Q3 | $7.08M | Sell |
23,027
-1,095
| -5% | -$337K | 5.12% | 3 |
|
|
2020
Q2 | $6.84M | Sell |
24,122
-4,299
| -15% | -$1.22M | 5.62% | 3 |
|
|
2020
Q1 | $6.73M | Buy |
28,421
+3,022
| +12% | +$716K | 6.83% | 2 |
|
|
2019
Q4 | $7.51M | Buy |
+25,399
| New | +$7.51M | 6.92% | 4 |
|