GCA
Guardian Capital Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.39M | Buy |
6,481
+40
| +0.6% | +$20.9K | 0.33% | 72 |
|
|
2024
Q2 | $3.32M | Buy |
6,441
+3
| +0% | +$1.55K | 0.35% | 69 |
|
|
2024
Q1 | $2.96M | Hold |
6,438
| – | – | 0.32% | 76 |
|
|
2023
Q4 | $2.81M | Buy |
6,438
+2,048
| +47% | +$893K | 0.29% | 78 |
|
|
2023
Q3 | $1.76M | Buy |
+4,390
| New | +$1.76M | 0.2% | 90 |
|
|
2020
Q1 | – | Sell |
-680
| Closed | -$205K | – | 161 |
|
|
2019
Q4 | $205K | Sell |
680
-455
| -40% | -$137K | 0.03% | 153 |
|
|
2019
Q3 | $300K | Sell |
1,135
-5,745
| -84% | -$1.52M | 0.04% | 140 |
|
|
2019
Q2 | $1.89M | Buy |
6,880
+5,750
| +509% | +$1.58M | 0.25% | 74 |
|
|
2019
Q1 | $301K | Sell |
1,130
-4,125
| -78% | -$1.1M | 0.04% | 139 |
|
|
2018
Q4 | $1.24M | Buy |
+5,255
| New | +$1.24M | 0.18% | 85 |
|