IHT Wealth Management’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 | $13.9M | Sell |
24,412
-597
| -2% | -$339K | 0.38% | 57 |
|
|
2025
Q1 | $12.9M | Sell |
25,009
-813
| -3% | -$418K | 0.4% | 56 |
|
|
2024
Q4 | $13.9M | Sell |
25,822
-5,810
| -18% | -$3.13M | 0.45% | 47 |
|
|
2024
Q3 | $16.7M | Buy |
31,632
+6,254
| +25% | +$3.29M | 0.47% | 39 |
|
|
2024
Q2 | $12.7M | Buy |
25,378
+2,451
| +11% | +$1.23M | 0.47% | 36 |
|
|
2024
Q1 | $11M | Buy |
22,927
+531
| +2% | +$255K | 0.44% | 39 |
|
|
2023
Q4 | $9.78M | Sell |
22,396
-1,019
| -4% | -$445K | 0.44% | 38 |
|
|
2023
Q3 | $9.2M | Buy |
23,415
+2,033
| +10% | +$798K | 0.47% | 36 |
|
|
2023
Q2 | $8.71M | Sell |
21,382
-1,796
| -8% | -$731K | 0.45% | 40 |
|
|
2023
Q1 | $8.72M | Buy |
23,178
+671
| +3% | +$252K | 0.5% | 36 |
|
|
2022
Q4 | $7.91M | Sell |
22,507
-308
| -1% | -$108K | 0.5% | 41 |
|
|
2022
Q3 | $7.49M | Buy |
22,815
+8,462
| +59% | +$2.78M | 0.57% | 30 |
|
|
2022
Q2 | $4.98M | Buy |
14,353
+124
| +0.9% | +$43K | 0.44% | 38 |
|
|
2022
Q1 | $5.91M | Sell |
14,229
-877
| -6% | -$364K | 0.45% | 39 |
|
|
2021
Q4 | $6.6M | Sell |
15,106
-1,341
| -8% | -$585K | 0.49% | 35 |
|
|
2021
Q3 | $6.49M | Sell |
16,447
-1,134
| -6% | -$447K | 0.53% | 34 |
|
|
2021
Q2 | $6.92M | Buy |
17,581
+351
| +2% | +$138K | 0.44% | 44 |
|
|
2021
Q1 | $6.28M | Sell |
17,230
-1,595
| -8% | -$581K | 0.45% | 42 |
|
|
2020
Q4 | $6.47M | Buy |
18,825
+11,295
| +150% | +$3.88M | 0.54% | 31 |
|
|
2020
Q3 | $2.32M | Buy |
7,530
+2,473
| +49% | +$761K | 0.23% | 99 |
|
|
2020
Q2 | $1.43M | Sell |
5,057
-6,956
| -58% | -$1.97M | 0.2% | 117 |
|
|
2020
Q1 | $2.85M | Buy |
12,013
+5,042
| +72% | +$1.19M | 0.41% | 55 |
|
|
2019
Q4 | $2.06M | Buy |
6,971
+1,921
| +38% | +$568K | 0.24% | 96 |
|
|
2019
Q3 | $1.38M | Buy |
5,050
+546
| +12% | +$149K | 0.19% | 128 |
|
|
2019
Q2 | $1.21M | Buy |
4,504
+888
| +25% | +$239K | 0.18% | 131 |
|
|
2019
Q1 | $939K | Buy |
3,616
+3
| +0.1% | +$779 | 0.16% | 158 |
|
|
2018
Q4 | $830K | Buy |
3,613
+550
| +18% | +$126K | 0.16% | 154 |
|
|
2018
Q3 | $818K | Buy |
3,063
+23
| +0.8% | +$6.14K | 0.18% | 146 |
|
|
2018
Q2 | $759K | Sell |
3,040
-244
| -7% | -$60.9K | 0.19% | 140 |
|
|
2018
Q1 | $777K | Buy |
3,284
+196
| +6% | +$46.4K | 0.21% | 130 |
|
|
2017
Q4 | $777K | Buy |
3,088
+2,878
| +1,370% | +$724K | 0.21% | 128 |
|
|
2017
Q3 | $49K | Buy |
210
+60
| +40% | +$14K | 0.02% | 529 |
|
|
2017
Q2 | $20 | Hold |
150
| – | – | 0.01% | 784 |
|
|
2017
Q1 | $32K | Hold |
150
| – | – | 0.02% | 534 |
|
|
2016
Q4 | $31K | Buy |
+150
| New | +$31K | 0.02% | 510 |
|