AIFG Consultants’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
2,077
-104
| -5% | -$59.1K | 2.3% | 12 |
|
|
2025
Q1 | $1.12M | Sell |
2,181
-52
| -2% | -$26.7K | 1.85% | 16 |
|
|
2024
Q4 | $1.2M | Sell |
2,233
-40
| -2% | -$21.6K | 1.96% | 15 |
|
|
2024
Q3 | $1.2M | Sell |
2,273
-325
| -13% | -$172K | 0.91% | 20 |
|
|
2024
Q2 | $1.3M | Buy |
2,598
+423
| +19% | +$212K | 0.97% | 19 |
|
|
2024
Q1 | $1.05M | Buy |
2,175
+3
| +0.1% | +$1.44K | 0.75% | 19 |
|
|
2023
Q4 | $949K | Sell |
2,172
-61
| -3% | -$26.7K | 0.72% | 16 |
|
|
2023
Q3 | $877K | Sell |
2,233
-307
| -12% | -$121K | 0.73% | 16 |
|
|
2023
Q2 | $1.03M | Hold |
2,540
| – | – | 0.83% | 16 |
|
|
2023
Q1 | $955K | Buy |
2,540
+5
| +0.2% | +$1.88K | 0.81% | 19 |
|
|
2022
Q4 | $891K | Buy |
+2,535
| New | +$891K | 0.87% | 20 |
|