IA
IFP 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 | $23.8M | Sell |
41,889
-936
| -2% | -$532K | 0.68% | 20 |
|
|
2025
Q1 | $22M | Sell |
42,825
-3,138
| -7% | -$1.61M | 0.68% | 19 |
|
|
2024
Q4 | $24.8M | Buy |
45,963
+3,514
| +8% | +$1.89M | 0.81% | 17 |
|
|
2024
Q3 | $22.4M | Buy |
42,449
+927
| +2% | +$489K | 0.81% | 15 |
|
|
2024
Q2 | $20.8M | Buy |
41,522
+9,871
| +31% | +$4.94M | 0.82% | 17 |
|
|
2024
Q1 | $15.2M | Buy |
31,651
+4,325
| +16% | +$2.08M | 0.67% | 26 |
|
|
2023
Q4 | $11.9M | Sell |
27,326
-7,269
| -21% | -$3.18M | 0.56% | 30 |
|
|
2023
Q3 | $13.6M | Buy |
34,595
+2,320
| +7% | +$911K | 0.61% | 33 |
|
|
2023
Q2 | $13.1M | Buy |
32,275
+142
| +0.4% | +$57.8K | 0.55% | 35 |
|
|
2023
Q1 | $5.79M | Sell |
32,133
-29,863
| -48% | -$5.38M | 0.25% | 80 |
|
|
2022
Q4 | $11.3M | Buy |
61,996
+6,184
| +11% | +$1.12M | 0.3% | 61 |
|
|
2022
Q3 | $10.1M | Buy |
55,812
+16,009
| +40% | +$2.89M | 0.26% | 78 |
|
|
2022
Q2 | $7.19M | Hold |
39,803
| – | – | 0.23% | 95 |
|
|
2022
Q1 | $7.19M | Buy |
39,803
+604
| +2% | +$109K | 0.23% | 95 |
|
|
2021
Q4 | $17.1M | Sell |
39,199
-15,910
| -29% | -$6.94M | 0.33% | 31 |
|
|
2021
Q3 | $21.7M | Buy |
55,109
+5,368
| +11% | +$2.12M | 0.43% | 24 |
|
|
2021
Q2 | $19.6M | Buy |
49,741
+2,399
| +5% | +$944K | 0.41% | 25 |
|
|
2021
Q1 | $17.2M | Buy |
47,342
+11,094
| +31% | +$4.04M | 0.34% | 25 |
|
|
2020
Q4 | $12.4M | Buy |
36,248
+20,278
| +127% | +$6.96M | 0.5% | 27 |
|
|
2020
Q3 | $4.92M | Buy |
15,970
+2,908
| +22% | +$895K | 0.29% | 68 |
|
|
2020
Q2 | $3.66M | Buy |
13,062
+2,324
| +22% | +$651K | 0.29% | 73 |
|
|
2020
Q1 | $2.59M | Buy |
10,738
+3,219
| +43% | +$775K | 0.26% | 86 |
|
|
2019
Q4 | $2.23M | Sell |
7,519
-3,262
| -30% | -$968K | 0.17% | 141 |
|
|
2019
Q3 | $2.93M | Buy |
+10,781
| New | +$2.93M | 0.2% | 116 |
|
|
2019
Q1 | $2.7M | Sell |
10,410
-18,525
| -64% | -$4.81M | 0.37% | 56 |
|
|
2018
Q4 | $6.59M | Buy |
28,935
+8,069
| +39% | +$1.84M | 0.4% | 52 |
|
|
2018
Q3 | $5.57M | Sell |
20,866
-15,471
| -43% | -$4.13M | 0.23% | 95 |
|
|
2018
Q2 | $9.07M | Sell |
36,337
-6,798
| -16% | -$1.7M | 0.38% | 52 |
|
|
2018
Q1 | $10.6M | Hold |
43,135
| – | – | 0.48% | 36 |
|
|
2017
Q4 | $10.6M | Sell |
43,135
-12,780
| -23% | -$3.13M | 0.48% | 36 |
|
|
2017
Q3 | $12.9M | Sell |
55,915
-1,132
| -2% | -$261K | 0.51% | 32 |
|
|
2017
Q2 | $12.7M | Sell |
57,047
-1,154
| -2% | -$256K | 0.54% | 27 |
|
|
2017
Q1 | $12.6M | Buy |
58,201
+16,123
| +38% | +$3.49M | 0.55% | 24 |
|
|
2016
Q4 | $8.64M | Buy |
42,078
+21,976
| +109% | +$4.51M | 0.42% | 46 |
|
|
2016
Q3 | $3.99M | Buy |
20,102
+2,855
| +17% | +$567K | 0.21% | 98 |
|
|
2016
Q2 | $3.32M | Buy |
17,247
+6,837
| +66% | +$1.31M | 0.19% | 110 |
|
|
2016
Q1 | $2.7M | Sell |
10,410
-3,736
| -26% | -$970K | 0.37% | 56 |
|
|
2015
Q4 | $2.64M | Buy |
+14,146
| New | +$2.64M | 0.18% | 116 |
|