IAA
Independent Advisor Alliance’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
+1,917
| New | +$1.09M | 0.03% | 394 |
|
|
2025
Q1 | – | Sell |
-93,189
| Closed | -$50.2M | – | 1356 |
|
|
2024
Q4 | $50.2M | Buy |
+93,189
| New | +$50.2M | 0.67% | 22 |
|
|
2024
Q3 | – | Sell |
-56,535
| Closed | -$28.3M | – | 762 |
|
|
2024
Q2 | $28.3M | Sell |
56,535
-845
| -1% | -$423K | 0.97% | 21 |
|
|
2024
Q1 | $27.6M | Sell |
57,380
-60,774
| -51% | -$29.2M | 1% | 17 |
|
|
2023
Q4 | $49M | Buy |
118,154
+58,330
| +98% | +$24.2M | 1.76% | 9 |
|
|
2023
Q3 | $23.5M | Buy |
59,824
+6,005
| +11% | +$2.36M | 1.06% | 20 |
|
|
2023
Q2 | $21.9M | Buy |
53,819
+4,596
| +9% | +$1.87M | 0.97% | 21 |
|
|
2023
Q1 | $18.5M | Buy |
49,223
+3,690
| +8% | +$1.39M | 0.89% | 24 |
|
|
2022
Q4 | $16M | Buy |
45,533
+15,983
| +54% | +$5.62M | 5.5% | 4 |
|
|
2022
Q3 | $9.7M | Buy |
29,550
+3,963
| +15% | +$1.3M | 0.57% | 43 |
|
|
2022
Q2 | $8.88M | Buy |
+25,587
| New | +$8.88M | 0.5% | 50 |
|
|
2020
Q1 | – | Sell |
-32,699
| Closed | -$9.67M | – | 840 |
|
|
2019
Q4 | $9.67M | Buy |
+32,699
| New | +$9.67M | 0.42% | 52 |
|
|
2017
Q2 | – | Sell |
-13,990
| Closed | -$3.02M | – | 408 |
|
|
2017
Q1 | $3.02M | Buy |
+13,990
| New | +$3.02M | 0.48% | 60 |
|