AIIMS
Analyst IMS Investment Management Services’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 | $496M | Buy |
872,981
+1,939
| +0.2% | +$1.1M | 16.93% | 3 |
|
2025
Q1 | $448M | Sell |
871,042
-6,806
| -0.8% | -$3.5M | 17.4% | 3 |
|
2024
Q4 | $473M | Sell |
877,848
-1,556
| -0.2% | -$838K | 17.31% | 3 |
|
2024
Q3 | $464M | Sell |
879,404
-18,719
| -2% | -$9.88M | 17.82% | 3 |
|
2024
Q2 | $449M | Sell |
898,123
-19,028
| -2% | -$9.52M | 18.44% | 3 |
|
2024
Q1 | $441M | Buy |
917,151
+200,167
| +28% | +$96.2M | 19.2% | 2 |
|
2023
Q4 | $313M | Buy |
716,984
+34,337
| +5% | +$15M | 16.25% | 3 |
|
2023
Q3 | $269M | Buy |
682,647
+132,040
| +24% | +$52M | 16.83% | 3 |
|
2023
Q2 | $222M | Buy |
550,607
+44,323
| +9% | +$17.8M | 14.88% | 3 |
|
2023
Q1 | $188M | Buy |
506,284
+80,680
| +19% | +$29.9M | 14.25% | 3 |
|
2022
Q4 | $150M | Buy |
425,604
+61,646
| +17% | +$21.7M | 12.87% | 3 |
|
2022
Q3 | $121M | Sell |
363,958
-656
| -0.2% | -$219K | 11.84% | 3 |
|
2022
Q2 | $126M | Buy |
364,614
+68,650
| +23% | +$23.8M | 12.06% | 3 |
|
2022
Q1 | $123M | Buy |
295,964
+67,693
| +30% | +$28.1M | 10.89% | 3 |
|
2021
Q4 | $99.9M | Buy |
+228,271
| New | +$99.9M | 9.49% | 3 |
|
2021
Q3 | – | Sell |
-111,715
| Closed | -$44M | – | 102 |
|
2021
Q2 | $44M | Buy |
111,715
+11,743
| +12% | +$4.62M | 5.27% | 5 |
|
2021
Q1 | $36.4M | Buy |
99,972
+71,855
| +256% | +$26.2M | 4.88% | 5 |
|
2020
Q4 | $9.66M | Buy |
28,117
+13,487
| +92% | +$4.64M | 1.62% | 9 |
|
2020
Q3 | $4.5M | Buy |
14,630
+3,127
| +27% | +$962K | 0.92% | 16 |
|
2020
Q2 | $3.26M | Buy |
11,503
+1,113
| +11% | +$315K | 0.76% | 19 |
|
2020
Q1 | $2.46M | Buy |
10,390
+596
| +6% | +$141K | 0.79% | 19 |
|
2019
Q4 | $2.9M | Hold |
9,794
| – | – | 0.79% | 20 |
|
2019
Q3 | $2.67M | Buy |
9,794
+2,685
| +38% | +$733K | 0.79% | 18 |
|
2019
Q2 | $1.91M | Buy |
7,109
+1,690
| +31% | +$455K | 0.57% | 30 |
|
2019
Q1 | $1.41M | Buy |
5,419
+2,384
| +79% | +$619K | 0.43% | 42 |
|
2018
Q4 | $697 | Buy |
3,035
+165
| +6% | +$38 | 0.11% | 61 |
|
2018
Q3 | $767 | Hold |
2,870
| – | – | 0.12% | 68 |
|
2018
Q2 | $714K | Hold |
2,870
| – | – | 0.22% | 70 |
|
2018
Q1 | $695K | Hold |
2,870
| – | – | 0.22% | 71 |
|
2017
Q4 | $704K | Hold |
2,870
| – | – | 0.22% | 72 |
|
2017
Q3 | $660K | Hold |
2,870
| – | – | 0.22% | 75 |
|
2017
Q2 | $637K | Hold |
2,870
| – | – | 0.23% | 74 |
|
2017
Q1 | $621K | Hold |
2,870
| – | – | 0.24% | 72 |
|
2016
Q4 | $589K | Hold |
2,870
| – | – | 0.26% | 69 |
|
2016
Q3 | $570K | Hold |
2,870
| – | – | 0.24% | 70 |
|
2016
Q2 | $552K | Hold |
2,870
| – | – | 0.23% | 65 |
|
2016
Q1 | $541K | Buy |
2,870
+560
| +24% | +$106K | 0.23% | 70 |
|
2015
Q4 | $432K | Buy |
2,310
+820
| +55% | +$153K | 0.18% | 73 |
|
2015
Q3 | $262K | Hold |
1,490
| – | – | 0.11% | 87 |
|
2015
Q2 | $281K | Hold |
1,490
| – | – | 0.11% | 88 |
|
2015
Q1 | $282K | Hold |
1,490
| – | – | 0.11% | 93 |
|
2014
Q4 | $281K | Buy |
+1,490
| New | +$281K | 0.11% | 87 |
|