Guardian Capital Advisors (Canada)’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$3.39M Buy
6,481
+40
+0.6% +$20.3K 0.33% 72
2024
Q2
$3.32M Buy
6,441
+3
+0% +$1.44K 0.35% 69
2024
Q1
$2.96M Hold
6,438
0.32% 76
2023
Q4
$2.81M Buy
6,438
+2,048
+47% +$838K 0.29% 78
2023
Q3
$1.76M Buy
+4,390
New +$1.8M 0.2% 90
2020
Q1
Sell
-680
Closed -$205K 161
2019
Q4
$205K Sell
680
-455
-40% -$129K 0.03% 153
2019
Q3
$300K Sell
1,135
-5,745
-84% -$1.56M 0.04% 140
2019
Q2
$1.89M Buy
6,880
+5,750
+509% +$1.52M 0.25% 74
2019
Q1
$301K Sell
1,130
-4,125
-78% -$1.03M 0.04% 139
2018
Q4
$1.24M Buy
+5,255
New +$1.3M 0.18% 85

Other funds holding VOO