AIM
Allen Investment Management’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 | $143M | Buy |
251,324
+94
| +0% | +$53.4K | 1.56% | 17 |
|
|
2025
Q1 | $129M | Buy |
251,230
+2,072
| +0.8% | +$1.06M | 1.51% | 15 |
|
|
2024
Q4 | $134M | Buy |
249,158
+5,127
| +2% | +$2.76M | 1.55% | 16 |
|
|
2024
Q3 | $129M | Buy |
244,031
+1,353
| +0.6% | +$714K | 1.53% | 15 |
|
|
2024
Q2 | $121M | Sell |
242,678
-1,314
| -0.5% | -$657K | 1.47% | 15 |
|
|
2024
Q1 | $117M | Buy |
243,992
+1,470
| +0.6% | +$707K | 1.47% | 17 |
|
|
2023
Q4 | $106M | Buy |
242,522
+969
| +0.4% | +$423K | 1.42% | 18 |
|
|
2023
Q3 | $94.9M | Buy |
241,553
+647
| +0.3% | +$254K | 1.39% | 18 |
|
|
2023
Q2 | $98.1M | Sell |
240,906
-507
| -0.2% | -$206K | 1.44% | 18 |
|
|
2023
Q1 | $90.8M | Buy |
241,413
+743
| +0.3% | +$279K | 1.52% | 17 |
|
|
2022
Q4 | $84.6M | Buy |
240,670
+226,441
| +1,591% | +$79.6M | 1.36% | 19 |
|
|
2022
Q3 | $4.67M | Sell |
14,229
-246
| -2% | -$80.8K | 0.08% | 72 |
|
|
2022
Q2 | $5.02M | Buy |
14,475
+4,901
| +51% | +$1.7M | 0.08% | 70 |
|
|
2022
Q1 | $3.98M | Buy |
9,574
+334
| +4% | +$139K | 0.05% | 92 |
|
|
2021
Q4 | $4.03M | Hold |
9,240
| – | – | 0.05% | 94 |
|
|
2021
Q3 | $3.64M | Hold |
9,240
| – | – | 0.05% | 81 |
|
|
2021
Q2 | $3.64M | Buy |
9,240
+1,349
| +17% | +$531K | 0.05% | 80 |
|
|
2021
Q1 | $2.88M | Buy |
7,891
+4,715
| +148% | +$1.72M | 0.04% | 86 |
|
|
2020
Q4 | $1.09M | Hold |
3,176
| – | – | 0.02% | 104 |
|
|
2020
Q3 | $977K | Hold |
3,176
| – | – | 0.02% | 103 |
|
|
2020
Q2 | $900K | Hold |
3,176
| – | – | 0.02% | 104 |
|
|
2020
Q1 | $752K | Hold |
3,176
| – | – | 0.02% | 105 |
|
|
2019
Q4 | $939K | Buy |
3,176
+683
| +27% | +$202K | 0.02% | 101 |
|
|
2019
Q3 | $680K | Hold |
2,493
| – | – | 0.02% | 125 |
|
|
2019
Q2 | $671K | Hold |
2,493
| – | – | 0.02% | 126 |
|
|
2019
Q1 | $647K | Buy |
2,493
+13
| +0.5% | +$3.37K | 0.02% | 124 |
|
|
2018
Q4 | $570K | Hold |
2,480
| – | – | 0.02% | 112 |
|
|
2018
Q3 | $662K | Hold |
2,480
| – | – | 0.02% | 130 |
|
|
2018
Q2 | $619K | Sell |
2,480
-11,341
| -82% | -$2.83M | 0.02% | 128 |
|
|
2018
Q1 | $3.35M | Buy |
13,821
+11,393
| +469% | +$2.76M | 0.14% | 60 |
|
|
2017
Q4 | $596K | Hold |
2,428
| – | – | 0.03% | 121 |
|
|
2017
Q3 | $560K | Buy |
2,428
+66
| +3% | +$15.2K | 0.03% | 138 |
|
|
2017
Q2 | $525K | Hold |
2,362
| – | – | 0.03% | 150 |
|
|
2017
Q1 | $511K | Buy |
2,362
+628
| +36% | +$136K | 0.03% | 148 |
|
|
2016
Q4 | $356K | Buy |
1,734
+134
| +8% | +$27.5K | 0.02% | 176 |
|
|
2016
Q3 | $318K | Hold |
1,600
| – | – | 0.02% | 181 |
|
|
2016
Q2 | $308K | Hold |
1,600
| – | – | 0.02% | 176 |
|
|
2016
Q1 | $302K | Hold |
1,600
| – | – | 0.02% | 167 |
|
|
2015
Q4 | $299K | Hold |
1,600
| – | – | 0.03% | 161 |
|
|
2015
Q3 | $281K | Hold |
1,600
| – | – | 0.03% | 183 |
|
|
2015
Q2 | $302K | Hold |
1,600
| – | – | 0.03% | 186 |
|
|
2015
Q1 | $303K | Sell |
1,600
-185
| -10% | -$35K | 0.02% | 189 |
|
|
2014
Q4 | $336K | Hold |
1,785
| – | – | 0.03% | 179 |
|
|
2014
Q3 | $322K | Buy |
+1,785
| New | +$322K | 0.03% | 159 |
|