IAG Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.28M | Hold |
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|
2025
Q2 | $1.19M | Hold |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $429K | Sell |
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|
2024
Q3 | $447K | Sell |
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|
2024
Q2 | $606K | Buy |
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|
2024
Q1 | $379K | Sell |
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|
2023
Q4 | $397K | Buy |
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|
2023
Q3 | $309K | Sell |
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|
2023
Q2 | $761K | Buy |
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|
2023
Q1 | $67.7K | Sell |
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|
2022
Q4 | $122K | Sell |
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|
2022
Q3 | $124K | Buy |
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|
2022
Q2 | $84K | Sell |
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|
2022
Q1 | $149K | Buy |
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|
2021
Q4 | $91K | Sell |
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|
2021
Q3 | $85K | Buy |
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|
2021
Q2 | $71K | Sell |
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|
2021
Q1 | $69K | Sell |
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|
2020
Q4 | $72K | Sell |
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|
2020
Q3 | $66K | Sell |
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|
2020
Q2 | $81K | Hold |
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|
2020
Q1 | $68K | Sell |
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|
2019
Q4 | $165K | Buy |
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