Independence Bank of Kentucky’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 | $8.38M | Buy |
14,750
+344
| +2% | +$195K | 1.19% | 12 |
|
|
2025
Q1 | $7.4M | Buy |
14,406
+124
| +0.9% | +$63.7K | 1.16% | 13 |
|
|
2024
Q4 | $7.7M | Buy |
14,282
+2,196
| +18% | +$1.18M | 1.18% | 13 |
|
|
2024
Q3 | $6.38M | Buy |
12,086
+2,881
| +31% | +$1.52M | 1.37% | 13 |
|
|
2024
Q2 | $4.6M | Buy |
9,205
+1,522
| +20% | +$761K | 1.22% | 17 |
|
|
2024
Q1 | $3.69M | Sell |
7,683
-5,368
| -41% | -$2.58M | 1.11% | 18 |
|
|
2023
Q4 | $5.7M | Sell |
13,051
-145
| -1% | -$63.3K | 2% | 8 |
|
|
2023
Q3 | $5.18M | Sell |
13,196
-4,724
| -26% | -$1.86M | 2.19% | 6 |
|
|
2023
Q2 | $7.3M | Hold |
17,920
| – | – | 2.96% | 3 |
|
|
2023
Q1 | $6.74M | Sell |
17,920
-502
| -3% | -$189K | 2.93% | 3 |
|
|
2022
Q4 | $6.47M | Buy |
18,422
+1,184
| +7% | +$416K | 2.9% | 3 |
|
|
2022
Q3 | $5.66M | Sell |
17,238
-87
| -0.5% | -$28.6K | 2.79% | 3 |
|
|
2022
Q2 | $6.01M | Buy |
17,325
+7,519
| +77% | +$2.61M | 2.69% | 3 |
|
|
2022
Q1 | $4.07M | Buy |
9,806
+3,941
| +67% | +$1.64M | 1.61% | 9 |
|
|
2021
Q4 | $2.56M | Buy |
5,865
+326
| +6% | +$142K | 1.05% | 28 |
|
|
2021
Q3 | $2.19M | Buy |
5,539
+775
| +16% | +$306K | 0.95% | 31 |
|
|
2021
Q2 | $1.88M | Sell |
4,764
-7
| -0.1% | -$2.76K | 0.83% | 39 |
|
|
2021
Q1 | $1.74M | Buy |
4,771
+503
| +12% | +$183K | 0.84% | 37 |
|
|
2020
Q4 | $1.47M | Buy |
4,268
+479
| +13% | +$165K | 0.76% | 41 |
|
|
2020
Q3 | $1.17M | Hold |
3,789
| – | – | 0.66% | 51 |
|
|
2020
Q2 | $1.07M | Buy |
3,789
+180
| +5% | +$51K | 0.7% | 50 |
|
|
2020
Q1 | $855K | Buy |
3,609
+1,702
| +89% | +$403K | 0.67% | 50 |
|
|
2019
Q4 | $564K | Buy |
1,907
+479
| +34% | +$142K | 0.36% | 71 |
|
|
2019
Q3 | $389K | Buy |
1,428
+488
| +52% | +$133K | 0.28% | 83 |
|
|
2019
Q2 | $253K | Buy |
940
+250
| +36% | +$67.3K | 0.2% | 103 |
|
|
2019
Q1 | $179K | Hold |
690
| – | – | 0.15% | 114 |
|
|
2018
Q4 | $159K | Buy |
+690
| New | +$159K | 0.14% | 112 |
|