American Institute for Advanced Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Sell |
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|
2025
Q1 | $476K | Sell |
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|
2024
Q4 | $568K | Hold |
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|
2024
Q3 | $556K | Sell |
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|
2024
Q2 | $572K | Buy |
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|
2024
Q1 | $532K | Hold |
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|
2023
Q4 | $484K | Hold |
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|
2023
Q3 | $435K | Sell |
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|
2023
Q2 | $492K | Sell |
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|
2023
Q1 | $478K | Hold |
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|
2022
Q4 | $447K | Hold |
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|
2022
Q3 | $418K | Hold |
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|
2022
Q2 | $441K | Buy |
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|
2022
Q1 | $506K | Buy |
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