IFG Advisory’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 | $29.9M | Sell |
52,691
-1,186
| -2% | -$674K | 1.5% | 7 |
|
|
2025
Q1 | $27.7M | Sell |
53,877
-5,401
| -9% | -$2.78M | 1.53% | 8 |
|
|
2024
Q4 | $31.9M | Sell |
59,278
-21,855
| -27% | -$11.8M | 1.81% | 7 |
|
|
2024
Q3 | $42.8M | Buy |
81,133
+3,595
| +5% | +$1.9M | 2.73% | 2 |
|
|
2024
Q2 | $38.8M | Sell |
77,538
-7,222
| -9% | -$3.61M | 2.49% | 4 |
|
|
2024
Q1 | $40.7M | Buy |
84,760
+10,762
| +15% | +$5.17M | 3.04% | 1 |
|
|
2023
Q4 | $32.3M | Buy |
73,998
+1,489
| +2% | +$650K | 2.37% | 4 |
|
|
2023
Q3 | $28.5M | Buy |
72,509
+2,422
| +3% | +$951K | 2.4% | 4 |
|
|
2023
Q2 | $28.5M | Buy |
70,087
+6,078
| +9% | +$2.48M | 2.53% | 5 |
|
|
2023
Q1 | $24.1M | Sell |
64,009
-3,369
| -5% | -$1.27M | 2.25% | 6 |
|
|
2022
Q4 | $23.7M | Sell |
67,378
-14,160
| -17% | -$4.97M | 2.36% | 6 |
|
|
2022
Q3 | $26.8M | Buy |
81,538
+11,460
| +16% | +$3.76M | 2.43% | 5 |
|
|
2022
Q2 | $24.3M | Buy |
70,078
+1,458
| +2% | +$506K | 2.58% | 4 |
|
|
2022
Q1 | $28.5M | Buy |
68,620
+257
| +0.4% | +$107K | 2.87% | 3 |
|
|
2021
Q4 | $29.8M | Buy |
68,363
+6,397
| +10% | +$2.79M | 2.91% | 3 |
|
|
2021
Q3 | $24.4M | Buy |
61,966
+6,979
| +13% | +$2.75M | 2.63% | 4 |
|
|
2021
Q2 | $21.6M | Sell |
54,987
-5,933
| -10% | -$2.33M | 2.41% | 5 |
|
|
2021
Q1 | $22.2M | Buy |
60,920
+1,658
| +3% | +$604K | 2.76% | 4 |
|
|
2020
Q4 | $20.4M | Sell |
59,262
-4,612
| -7% | -$1.59M | 2.82% | 3 |
|
|
2020
Q3 | $19.7M | Sell |
63,874
-2,194
| -3% | -$675K | 3.18% | 2 |
|
|
2020
Q2 | $18.7M | Buy |
66,068
+8,998
| +16% | +$2.55M | 3.38% | 2 |
|
|
2020
Q1 | $13.5M | Sell |
57,070
-7,646
| -12% | -$1.81M | 3.02% | 4 |
|
|
2019
Q4 | $19.1M | Sell |
64,716
-477
| -0.7% | -$141K | 3.49% | 2 |
|
|
2019
Q3 | $17.8M | Sell |
65,193
-29,810
| -31% | -$8.13M | 3.45% | 2 |
|
|
2019
Q2 | $24.9M | Buy |
95,003
+2,205
| +2% | +$579K | 4.42% | 2 |
|
|
2019
Q1 | $23.5M | Buy |
92,798
+10,915
| +13% | +$2.76M | 4.49% | 2 |
|
|
2018
Q4 | $18.2M | Buy |
81,883
+4,029
| +5% | +$896K | 4.29% | 3 |
|
|
2018
Q3 | $20.5M | Buy |
77,854
+3,216
| +4% | +$846K | 3.85% | 3 |
|
|
2018
Q2 | $18.3M | Buy |
74,638
+11,387
| +18% | +$2.8M | 3.77% | 3 |
|
|
2018
Q1 | $15M | Buy |
63,251
+4,085
| +7% | +$971K | 3.34% | 3 |
|
|
2017
Q4 | $14.2M | Buy |
+59,166
| New | +$14.2M | 3.2% | 4 |
|