IFS Advisors’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 | $151K | Sell |
265
-24
| -8% | -$13.6K | 0.11% | 22 |
|
|
2025
Q1 | $149K | Sell |
289
-23
| -7% | -$11.8K | 0.12% | 19 |
|
|
2024
Q4 | $168K | Sell |
312
-8
| -3% | -$4.31K | 0.13% | 18 |
|
|
2024
Q3 | $169K | Sell |
320
-10
| -3% | -$5.28K | 0.13% | 17 |
|
|
2024
Q2 | $165K | Buy |
330
+2
| +0.6% | +$1K | 0.14% | 17 |
|
|
2024
Q1 | $158K | Buy |
328
+134
| +69% | +$64.4K | 0.14% | 17 |
|
|
2023
Q4 | $84.7K | Buy |
194
+18
| +10% | +$7.86K | 0.1% | 19 |
|
|
2023
Q3 | $69.1K | Sell |
176
-35
| -17% | -$13.7K | 0.13% | 19 |
|
|
2023
Q2 | $85.9K | Buy |
211
+35
| +20% | +$14.3K | 0.21% | 15 |
|
|
2023
Q1 | $66.2K | Hold |
176
| – | – | 0.27% | 16 |
|
|
2022
Q4 | $61.8K | Hold |
176
| – | – | 0.11% | 21 |
|
|
2022
Q3 | $57K | Hold |
176
| – | – | 0.1% | 20 |
|
|
2022
Q2 | $61K | Hold |
176
| – | – | 0.16% | 20 |
|
|
2022
Q1 | $73K | Sell |
176
-153
| -47% | -$63.5K | 0.07% | 19 |
|
|
2021
Q4 | $143K | Sell |
329
-236
| -42% | -$103K | 0.1% | 28 |
|
|
2021
Q3 | $222K | Sell |
565
-146
| -21% | -$57.4K | 0.14% | 26 |
|
|
2021
Q2 | $279K | Sell |
711
-18,914
| -96% | -$7.42M | 0.19% | 25 |
|
|
2021
Q1 | $7.15M | Sell |
19,625
-38,257
| -66% | -$13.9M | 5.59% | 7 |
|
|
2020
Q4 | $19.9M | Buy |
+57,882
| New | +$19.9M | 15.23% | 2 |
|