IA
IFG 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 | $47M | Buy |
82,678
+11,874
| +17% | +$6.74M | 7.89% | 2 |
|
|
2025
Q1 | $36.4M | Buy |
70,804
+9,084
| +15% | +$4.67M | 7.01% | 4 |
|
|
2024
Q4 | $33.3M | Buy |
61,720
+4,582
| +8% | +$2.47M | 6.61% | 4 |
|
|
2024
Q3 | $30.1M | Buy |
57,138
+3,279
| +6% | +$1.73M | 6.44% | 4 |
|
|
2024
Q2 | $26.9M | Buy |
53,859
+6,160
| +13% | +$3.08M | 6.37% | 4 |
|
|
2024
Q1 | $22.9M | Buy |
47,699
+3,603
| +8% | +$1.73M | 5.93% | 4 |
|
|
2023
Q4 | $19.3M | Buy |
44,096
+5,214
| +13% | +$2.28M | 5.65% | 4 |
|
|
2023
Q3 | $15.3M | Buy |
38,882
+7,893
| +25% | +$3.1M | 5.43% | 6 |
|
|
2023
Q2 | $12.6M | Buy |
30,989
+8,458
| +38% | +$3.44M | 4.48% | 6 |
|
|
2023
Q1 | $8.47M | Buy |
22,531
+4,892
| +28% | +$1.84M | 3.34% | 11 |
|
|
2022
Q4 | $6.2M | Buy |
17,639
+2,122
| +14% | +$746K | 2.71% | 11 |
|
|
2022
Q3 | $5.09M | Buy |
15,517
+2,244
| +17% | +$737K | 2.58% | 12 |
|
|
2022
Q2 | $4.6M | Buy |
13,273
+2,777
| +26% | +$963K | 2.33% | 12 |
|
|
2022
Q1 | $4.36M | Buy |
10,496
+1,297
| +14% | +$539K | 1.93% | 12 |
|
|
2021
Q4 | $4.02M | Buy |
9,199
+1,049
| +13% | +$458K | 1.7% | 14 |
|
|
2021
Q3 | $3.22M | Buy |
8,150
+2,760
| +51% | +$1.09M | 1.47% | 15 |
|
|
2021
Q2 | $2.12M | Buy |
5,390
+2,360
| +78% | +$929K | 1.01% | 16 |
|
|
2021
Q1 | $1.1M | Buy |
3,030
+389
| +15% | +$142K | 0.6% | 20 |
|
|
2020
Q4 | $908K | Buy |
2,641
+350
| +15% | +$120K | 0.56% | 21 |
|
|
2020
Q3 | $703K | Buy |
2,291
+353
| +18% | +$108K | 0.5% | 22 |
|
|
2020
Q2 | $549K | Buy |
1,938
+211
| +12% | +$59.8K | 0.43% | 35 |
|
|
2020
Q1 | $409K | Buy |
+1,727
| New | +$409K | 0.4% | 38 |
|