AIFAIM
American Institute for Advanced 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 | $524K | Sell |
923
-4
| -0.4% | -$2.27K | 0.37% | 71 |
|
|
2025
Q1 | $476K | Sell |
927
-127
| -12% | -$65.3K | 0.36% | 76 |
|
|
2024
Q4 | $568K | Hold |
1,054
| – | – | 0.42% | 70 |
|
|
2024
Q3 | $556K | Sell |
1,054
-90
| -8% | -$47.5K | 0.4% | 68 |
|
|
2024
Q2 | $572K | Buy |
1,144
+37
| +3% | +$18.5K | 0.44% | 66 |
|
|
2024
Q1 | $532K | Hold |
1,107
| – | – | 0.42% | 69 |
|
|
2023
Q4 | $484K | Hold |
1,107
| – | – | 0.43% | 63 |
|
|
2023
Q3 | $435K | Sell |
1,107
-100
| -8% | -$39.3K | 0.4% | 71 |
|
|
2023
Q2 | $492K | Sell |
1,207
-65
| -5% | -$26.5K | 0.43% | 67 |
|
|
2023
Q1 | $478K | Hold |
1,272
| – | – | 0.51% | 55 |
|
|
2022
Q4 | $447K | Hold |
1,272
| – | – | 0.41% | 64 |
|
|
2022
Q3 | $418K | Hold |
1,272
| – | – | 0.39% | 66 |
|
|
2022
Q2 | $441K | Buy |
1,272
+53
| +4% | +$18.4K | 0.39% | 65 |
|
|
2022
Q1 | $506K | Buy |
+1,219
| New | +$506K | 0.37% | 66 |
|