IAG Wealth Partners’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 | $1.19M | Hold |
2,094
| – | – | 0.16% | 63 |
|
|
2025
Q1 | $1.08M | Buy |
2,094
+1,297
| +163% | +$667K | 0.17% | 62 |
|
|
2024
Q4 | $429K | Sell |
797
-51
| -6% | -$27.5K | 0.08% | 74 |
|
|
2024
Q3 | $447K | Sell |
848
-364
| -30% | -$192K | 0.08% | 74 |
|
|
2024
Q2 | $606K | Buy |
1,212
+424
| +54% | +$212K | 0.12% | 60 |
|
|
2024
Q1 | $379K | Sell |
788
-120
| -13% | -$57.7K | 0.08% | 68 |
|
|
2023
Q4 | $397K | Buy |
908
+122
| +16% | +$53.3K | 0.09% | 62 |
|
|
2023
Q3 | $309K | Sell |
786
-1,083
| -58% | -$425K | 0.09% | 65 |
|
|
2023
Q2 | $761K | Buy |
1,869
+1,689
| +938% | +$688K | 0.2% | 46 |
|
|
2023
Q1 | $67.7K | Sell |
180
-167
| -48% | -$62.8K | 0.02% | 119 |
|
|
2022
Q4 | $122K | Sell |
347
-30
| -8% | -$10.5K | 0.04% | 88 |
|
|
2022
Q3 | $124K | Buy |
377
+134
| +55% | +$44.1K | 0.04% | 77 |
|
|
2022
Q2 | $84K | Sell |
243
-116
| -32% | -$40.1K | 0.03% | 98 |
|
|
2022
Q1 | $149K | Buy |
359
+150
| +72% | +$62.3K | 0.05% | 75 |
|
|
2021
Q4 | $91K | Sell |
209
-4
| -2% | -$1.74K | 0.03% | 93 |
|
|
2021
Q3 | $85K | Buy |
213
+34
| +19% | +$13.6K | 0.03% | 86 |
|
|
2021
Q2 | $71K | Sell |
179
-9
| -5% | -$3.57K | 0.03% | 97 |
|
|
2021
Q1 | $69K | Sell |
188
-19
| -9% | -$6.97K | 0.03% | 91 |
|
|
2020
Q4 | $72K | Sell |
207
-5
| -2% | -$1.74K | 0.03% | 91 |
|
|
2020
Q3 | $66K | Sell |
212
-71
| -25% | -$22.1K | 0.03% | 91 |
|
|
2020
Q2 | $81K | Hold |
283
| – | – | 0.04% | 76 |
|
|
2020
Q1 | $68K | Sell |
283
-274
| -49% | -$65.8K | 0.05% | 79 |
|
|
2019
Q4 | $165K | Buy |
+557
| New | +$165K | 0.11% | 51 |
|