First Interstate Bank’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.6M | Buy |
6,342
+1
| +0% | +$568 | 0.21% | 55 |
|
2025
Q1 | $3.26M | Sell |
6,341
-642
| -9% | -$330K | 0.19% | 58 |
|
2024
Q4 | $3.76M | Buy |
6,983
+73
| +1% | +$39.3K | 0.23% | 53 |
|
2024
Q3 | $3.65M | Buy |
6,910
+2,889
| +72% | +$1.52M | 0.22% | 51 |
|
2024
Q2 | $2.01M | Buy |
4,021
+77
| +2% | +$38.5K | 0.13% | 70 |
|
2024
Q1 | $1.9M | Sell |
3,944
-20
| -0.5% | -$9.61K | 0.13% | 70 |
|
2023
Q4 | $1.73M | Buy |
3,964
+241
| +6% | +$105K | 0.13% | 66 |
|
2023
Q3 | $1.46M | Buy |
3,723
+231
| +7% | +$90.7K | 0.13% | 67 |
|
2023
Q2 | $1.42M | Sell |
3,492
-588
| -14% | -$239K | 0.12% | 70 |
|
2023
Q1 | $1.53M | Sell |
4,080
-445
| -10% | -$167K | 0.12% | 72 |
|
2022
Q4 | $1.59M | Sell |
4,525
-34
| -0.7% | -$11.9K | 0.12% | 78 |
|
2022
Q3 | $1.5M | Buy |
4,559
+628
| +16% | +$206K | 0.12% | 71 |
|
2022
Q2 | $1.36M | Buy |
3,931
+3,282
| +506% | +$1.14M | 0.1% | 77 |
|
2022
Q1 | $269K | Hold |
649
| – | – | 0.03% | 106 |
|
2021
Q4 | $283K | Hold |
649
| – | – | 0.03% | 91 |
|
2021
Q3 | $256K | Hold |
649
| – | – | 0.03% | 97 |
|
2021
Q2 | $255K | Buy |
+649
| New | +$255K | 0.03% | 100 |
|
2020
Q4 | $344K | Hold |
1,000
| – | – | 0.05% | 78 |
|
2020
Q3 | $308K | Hold |
1,000
| – | – | 0.05% | 84 |
|
2020
Q2 | $283K | Hold |
1,000
| – | – | 0.04% | 141 |
|
2020
Q1 | $237K | Buy |
+1,000
| New | +$237K | 0.06% | 138 |
|
2016
Q1 | – | Sell |
-3,960
| Closed | -$740K | – | 785 |
|
2015
Q4 | $740K | Buy |
+3,960
| New | +$740K | 0.15% | 88 |
|