IFS Advisors’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 | $156K | Sell |
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|
2025
Q2 | $151K | Sell |
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|
2025
Q1 | $149K | Sell |
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|
2024
Q4 | $168K | Sell |
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|
2024
Q3 | $169K | Sell |
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|
2024
Q2 | $165K | Buy |
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|
2024
Q1 | $158K | Buy |
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|
2023
Q4 | $84.7K | Buy |
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|
2023
Q3 | $69.1K | Sell |
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|
2023
Q2 | $85.9K | Buy |
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|
2023
Q1 | $66.2K | Hold |
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|
2022
Q4 | $61.8K | Hold |
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|
2022
Q3 | $57K | Hold |
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|
2022
Q2 | $61K | Hold |
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|
2022
Q1 | $73K | Sell |
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|
2021
Q4 | $143K | Sell |
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|
2021
Q3 | $222K | Sell |
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|
2021
Q2 | $279K | Sell |
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|
2021
Q1 | $7.15M | Sell |
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|
2020
Q4 | $19.9M | Buy |
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