Independent Advisor Alliance’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
Q2 | $1.09M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $50.2M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $28.3M | Sell |
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|
2024
Q1 | $27.6M | Sell |
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|
2023
Q4 | $49M | Buy |
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|
2023
Q3 | $23.5M | Buy |
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|
2023
Q2 | $21.9M | Buy |
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|
2023
Q1 | $18.5M | Buy |
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|
2022
Q4 | $16M | Buy |
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|
2022
Q3 | $9.7M | Buy |
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|
2022
Q2 | $8.88M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $9.67M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3.02M | Buy |
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