AIM
Avity 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 | $9.93M | Buy |
17,489
+555
| +3% | +$315K | 0.74% | 34 |
|
|
2025
Q1 | $8.7M | Buy |
16,934
+9,288
| +121% | +$4.77M | 0.7% | 34 |
|
|
2024
Q4 | $4.12M | Buy |
7,646
+922
| +14% | +$497K | 0.32% | 38 |
|
|
2024
Q3 | $3.55M | Buy |
6,724
+27
| +0.4% | +$14.2K | 0.28% | 38 |
|
|
2024
Q2 | $3.35M | Sell |
6,697
-1,034
| -13% | -$517K | 0.27% | 40 |
|
|
2024
Q1 | $3.72M | Buy |
7,731
+33
| +0.4% | +$15.9K | 0.31% | 37 |
|
|
2023
Q4 | $3.36M | Buy |
7,698
+26
| +0.3% | +$11.4K | 0.3% | 36 |
|
|
2023
Q3 | $3.01M | Sell |
7,672
-15,019
| -66% | -$5.9M | 0.3% | 37 |
|
|
2023
Q2 | $9.24M | Buy |
22,691
+17,921
| +376% | +$7.3M | 0.86% | 32 |
|
|
2023
Q1 | $1.79M | Buy |
4,770
+455
| +11% | +$171K | 0.17% | 45 |
|
|
2022
Q4 | $1.52M | Sell |
4,315
-865
| -17% | -$304K | 0.15% | 47 |
|
|
2022
Q3 | $1.7M | Sell |
5,180
-425
| -8% | -$140K | 0.18% | 43 |
|
|
2022
Q2 | $1.94M | Buy |
5,605
+1,290
| +30% | +$447K | 0.2% | 42 |
|
|
2022
Q1 | $1.79M | Hold |
4,315
| – | – | 0.16% | 42 |
|
|
2021
Q4 | $1.88M | Buy |
4,315
+2,865
| +198% | +$1.25M | 0.15% | 39 |
|
|
2021
Q3 | $572K | Buy |
1,450
+19
| +1% | +$7.5K | 0.05% | 53 |
|
|
2021
Q2 | $563K | Hold |
1,431
| – | – | 0.05% | 50 |
|
|
2021
Q1 | $521K | Buy |
1,431
+311
| +28% | +$113K | 0.05% | 50 |
|
|
2020
Q4 | $385K | Buy |
+1,120
| New | +$385K | 0.04% | 60 |
|