VCA
Verdence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4M | Sell |
39,494
-44
| -0.1% | -$25K | 1.53% | 9 |
|
|
2025
Q1 | $20.3M | Sell |
39,538
-363
| -0.9% | -$187K | 1.55% | 7 |
|
|
2024
Q4 | $21.5M | Buy |
39,901
+141
| +0.4% | +$76K | 1.73% | 5 |
|
|
2024
Q3 | $21M | Buy |
39,760
+1,297
| +3% | +$684K | 1.67% | 4 |
|
|
2024
Q2 | $19.2M | Buy |
38,463
+3,621
| +10% | +$1.81M | 1.71% | 4 |
|
|
2024
Q1 | $16.7M | Sell |
34,842
-181
| -0.5% | -$87K | 1.52% | 5 |
|
|
2023
Q4 | $15.3M | Buy |
35,023
+1,022
| +3% | +$446K | 1.48% | 6 |
|
|
2023
Q3 | $13.4M | Buy |
34,001
+28,968
| +576% | +$11.4M | 1.45% | 6 |
|
|
2023
Q2 | $2.05M | Buy |
5,033
+206
| +4% | +$83.9K | 0.24% | 111 |
|
|
2023
Q1 | $1.82M | Buy |
4,827
+1,536
| +47% | +$578K | 0.22% | 122 |
|
|
2022
Q4 | $1.16M | Buy |
3,291
+13
| +0.4% | +$4.57K | 0.14% | 159 |
|
|
2022
Q3 | $1.08M | Buy |
3,278
+11
| +0.3% | +$3.61K | 0.15% | 158 |
|
|
2022
Q2 | $1.13M | Sell |
3,267
-65
| -2% | -$22.5K | 0.15% | 160 |
|
|
2022
Q1 | $1.38M | Buy |
3,332
+267
| +9% | +$111K | 0.16% | 151 |
|
|
2021
Q4 | $1.34M | Sell |
3,065
-24
| -0.8% | -$10.5K | 0.16% | 141 |
|
|
2021
Q3 | $1.22M | Buy |
3,089
+7
| +0.2% | +$2.76K | 0.16% | 148 |
|
|
2021
Q2 | $1.21M | Buy |
3,082
+2,176
| +240% | +$856K | 0.17% | 138 |
|
|
2021
Q1 | $330K | Sell |
906
-21
| -2% | -$7.65K | 0.06% | 329 |
|
|
2020
Q4 | $319K | Hold |
927
| – | – | 0.06% | 270 |
|
|
2020
Q3 | $285K | Hold |
927
| – | – | 0.07% | 262 |
|
|
2020
Q2 | $263K | Buy |
+927
| New | +$263K | 0.06% | 260 |
|
|
2019
Q1 | – | Sell |
-3,241
| Closed | -$745K | – | 277 |
|
|
2018
Q4 | $745K | Buy |
+3,241
| New | +$745K | 0.21% | 106 |
|