AIA
Angeles Investment Advisors’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 | $815M | Buy |
1,435,331
+13,842
| +1% | +$7.86M | 46.09% | 1 |
|
|
2025
Q1 | $731M | Buy |
1,421,489
+22,328
| +2% | +$11.5M | 39.32% | 1 |
|
|
2024
Q4 | $754M | Buy |
1,399,161
+45,275
| +3% | +$24.4M | 36.28% | 1 |
|
|
2024
Q3 | $715M | Buy |
1,353,886
+60,691
| +5% | +$32M | 36.54% | 1 |
|
|
2024
Q2 | $647M | Buy |
1,293,195
+109,066
| +9% | +$54.6M | 32.95% | 1 |
|
|
2024
Q1 | $569M | Buy |
1,184,129
+21,210
| +2% | +$10.2M | 30.26% | 1 |
|
|
2023
Q4 | $508M | Sell |
1,162,919
-288,729
| -20% | -$126M | 30.63% | 1 |
|
|
2023
Q3 | $570M | Buy |
1,451,648
+52,300
| +4% | +$20.5M | 44.64% | 1 |
|
|
2023
Q2 | $570M | Buy |
1,399,348
+119,399
| +9% | +$48.6M | 48.06% | 1 |
|
|
2023
Q1 | $481M | Buy |
1,279,949
+1,017,983
| +389% | +$383M | 39.61% | 1 |
|
|
2022
Q4 | $92M | Sell |
261,966
-886,381
| -77% | -$311M | 7.88% | 4 |
|
|
2022
Q3 | $377M | Buy |
1,148,347
+511,885
| +80% | +$168M | 39.2% | 1 |
|
|
2022
Q2 | $221M | Sell |
636,462
-185,585
| -23% | -$64.5M | 20.21% | 2 |
|
|
2022
Q1 | $341M | Sell |
822,047
-1,002,828
| -55% | -$416M | 23.56% | 1 |
|
|
2021
Q4 | $797M | Buy |
1,824,875
+154,797
| +9% | +$67.6M | 39.65% | 1 |
|
|
2021
Q3 | $659M | Buy |
1,670,078
+1,364,992
| +447% | +$538M | 38.36% | 1 |
|
|
2021
Q2 | $120M | Buy |
305,086
+110,864
| +57% | +$43.7M | 7.51% | 6 |
|
|
2021
Q1 | $66.9M | Buy |
194,222
+7,220
| +4% | +$2.49M | 5.2% | 7 |
|
|
2020
Q4 | $64.3M | Sell |
187,002
-18,669
| -9% | -$6.42M | 6.48% | 4 |
|
|
2020
Q3 | $63.4M | Sell |
205,671
-37,836
| -16% | -$11.7M | 7.93% | 2 |
|
|
2020
Q2 | $69.1M | Sell |
243,507
-86,510
| -26% | -$24.6M | 9.79% | 2 |
|
|
2020
Q1 | $78.6M | Sell |
330,017
-306,317
| -48% | -$72.9M | 21.18% | 2 |
|
|
2019
Q4 | $188M | Buy |
636,334
+98,680
| +18% | +$29.2M | 37.9% | 2 |
|
|
2019
Q3 | $147M | Buy |
537,654
+380,525
| +242% | +$104M | 31.65% | 2 |
|
|
2019
Q2 | $42.3M | Buy |
157,129
+73,755
| +88% | +$19.9M | 10.38% | 3 |
|
|
2019
Q1 | $21.6M | Buy |
83,374
+10,665
| +15% | +$2.77M | 20.54% | 2 |
|
|
2018
Q4 | $16.7M | Buy |
+72,709
| New | +$16.7M | 14.48% | 3 |
|