AAMA
Advanced Asset Management 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 | $49.7M | Sell |
87,564
-341
| -0.4% | -$194K | 13.43% | 1 |
|
|
2025
Q1 | $45.2M | Sell |
87,905
-16
| -0% | -$8.22K | 12.42% | 1 |
|
|
2024
Q4 | $47.4M | Sell |
87,921
-180
| -0.2% | -$97K | 12.41% | 1 |
|
|
2024
Q3 | $44.1M | Hold |
88,101
| – | – | 11.78% | 1 |
|
|
2024
Q2 | $44.1M | Sell |
88,101
-78
| -0.1% | -$39K | 11.71% | 1 |
|
|
2024
Q1 | $42.4M | Sell |
88,179
-200
| -0.2% | -$96.1K | 10.48% | 1 |
|
|
2023
Q4 | $38.6M | Buy |
88,379
+49
| +0.1% | +$21.4K | 9.17% | 1 |
|
|
2023
Q3 | $34.7M | Sell |
88,330
-206
| -0.2% | -$80.9K | 8.31% | 1 |
|
|
2023
Q2 | $36.1M | Buy |
88,536
+65
| +0.1% | +$26.5K | 8.35% | 1 |
|
|
2023
Q1 | $33.3M | Buy |
88,471
+76
| +0.1% | +$28.6K | 8.11% | 1 |
|
|
2022
Q4 | $31.1M | Buy |
88,395
+69
| +0.1% | +$24.2K | 7.77% | 1 |
|
|
2022
Q3 | $29M | Buy |
88,326
+148
| +0.2% | +$48.6K | 7.94% | 1 |
|
|
2022
Q2 | $30.6M | Sell |
88,178
-186
| -0.2% | -$64.5K | 7.84% | 1 |
|
|
2022
Q1 | $36.7M | Buy |
88,364
+65
| +0.1% | +$27K | 8.04% | 1 |
|
|
2021
Q4 | $38.5M | Sell |
88,299
-45
| -0.1% | -$19.6K | 7.99% | 1 |
|
|
2021
Q3 | $34.8M | Buy |
88,344
+134
| +0.2% | +$52.9K | 7.47% | 1 |
|
|
2021
Q2 | $34.7M | Sell |
88,210
-44
| -0% | -$17.3K | 7.34% | 1 |
|
|
2021
Q1 | $32.2M | Buy |
88,254
+42
| +0% | +$15.3K | 7.17% | 1 |
|
|
2020
Q4 | $30.3M | Sell |
88,212
-246
| -0.3% | -$84.5K | 7.08% | 1 |
|
|
2020
Q3 | $27.2M | Sell |
88,458
-180
| -0.2% | -$55.4K | 7.23% | 1 |
|
|
2020
Q2 | $25.1M | Sell |
88,638
-26,977
| -23% | -$7.65M | 7.37% | 1 |
|
|
2020
Q1 | $27.4M | Buy |
115,615
+15
| +0% | +$3.55K | 9.49% | 1 |
|
|
2019
Q4 | $34.2M | Hold |
115,600
| – | – | 10.34% | 1 |
|
|
2019
Q3 | $31.5M | Hold |
115,600
| – | – | 10.12% | 1 |
|
|
2019
Q2 | $31.1M | Hold |
115,600
| – | – | 10.77% | 1 |
|
|
2019
Q1 | $30M | Hold |
115,600
| – | – | 10.7% | 1 |
|
|
2018
Q4 | $26.6M | Hold |
115,600
| – | – | 8.5% | 1 |
|
|
2018
Q3 | $30.9M | Hold |
115,600
| – | – | 11.2% | 1 |
|
|
2018
Q2 | $28.8M | Hold |
115,600
| – | – | 9.3% | 1 |
|
|
2018
Q1 | $28M | Hold |
115,600
| – | – | 9.28% | 1 |
|
|
2017
Q4 | $28.4M | Buy |
+115,600
| New | +$28.4M | 9.32% | 1 |
|