Ownership history in Certified Advisory Corp · 31 quarters on record
This page tracks every 13F SEC filing in which Certified Advisory Corp reported a position in VANGUARD S&P 500 ETF (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 27,413 | +1,311 | +5.0% | 1.57% | $17.2M | $627.13 |
| 2025 Q3 | ADDED | 26,102 | +7,110 | +37.4% | 1.52% | $16.0M | $610.65 |
| 2025 Q2 | ADDED | 18,992 | +1,378 | +7.8% | 1.12% | $10.8M | $564.81 |
| 2025 Q1 | ADDED | 17,614 | +1,162 | +7.1% | 1.02% | $9.1M | $509.43 |
| 2024 Q4 | ADDED | 16,452 | +1,693 | +11.5% | 0.96% | $8.9M | $532.26 |
| 2024 Q3 | ADDED | 14,759 | +1,748 | +13.4% | 0.86% | $7.8M | $519.60 |
| 2024 Q2 | ADDED | 13,011 | +2,381 | +22.4% | 0.82% | $6.5M | $490.95 |
| 2024 Q1 | ADDED | 10,630 | +3,060 | +40.4% | 0.71% | $5.1M | $470.20 |
| 2023 Q4 | ADDED | 7,570 | +1,634 | +27.5% | 0.50% | $3.3M | $425.89 |
| 2023 Q3 | ADDED | 5,936 | +1,325 | +28.7% | 0.43% | $2.3M | $381.32 |
As of 2025 Q4 — sorted by position size