IMA Advisory Services’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 | $2.8M | Buy |
4,926
+176
| +4% | +$100K | 0.3% | 66 |
|
|
2025
Q1 | $2.44M | Sell |
4,750
-2,002
| -30% | -$1.03M | 0.29% | 65 |
|
|
2024
Q4 | $3.64M | Buy |
6,752
+5,618
| +495% | +$3.03M | 0.44% | 50 |
|
|
2024
Q3 | $600K | Buy |
+1,134
| New | +$600K | 0.13% | 112 |
|
|
2023
Q4 | – | Sell |
-1,995
| Closed | -$783K | – | 261 |
|
|
2023
Q3 | $783K | Hold |
1,995
| – | – | 0.2% | 103 |
|
|
2023
Q2 | $813K | Sell |
1,995
-145
| -7% | -$59.1K | 0.21% | 102 |
|
|
2023
Q1 | $805K | Hold |
2,140
| – | – | 0.21% | 96 |
|
|
2022
Q4 | $752K | Buy |
+2,140
| New | +$752K | 0.2% | 97 |
|