IA
Insight Advisors’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 | $6.17M | Buy |
10,861
+651
| +6% | +$370K | 0.99% | 16 |
|
|
2025
Q1 | $5.25M | Buy |
10,210
+1,453
| +17% | +$747K | 0.91% | 19 |
|
|
2024
Q4 | $4.74M | Buy |
8,757
+473
| +6% | +$256K | 0.8% | 20 |
|
|
2024
Q3 | $4.37M | Buy |
8,284
+498
| +6% | +$263K | 0.75% | 19 |
|
|
2024
Q2 | $3.89M | Buy |
7,786
+4,028
| +107% | +$2.01M | 0.7% | 20 |
|
|
2024
Q1 | $1.81M | Buy |
3,758
+21
| +0.6% | +$10.1K | 0.35% | 51 |
|
|
2023
Q4 | $1.63M | Buy |
3,737
+429
| +13% | +$187K | 0.35% | 47 |
|
|
2023
Q3 | $1.3M | Buy |
3,308
+143
| +5% | +$56.2K | 0.3% | 57 |
|
|
2023
Q2 | $1.29M | Buy |
3,165
+78
| +3% | +$31.8K | 0.29% | 57 |
|
|
2023
Q1 | $1.16M | Buy |
3,087
+106
| +4% | +$39.9K | 0.27% | 59 |
|
|
2022
Q4 | $1.04M | Buy |
2,981
+97
| +3% | +$33.9K | 0.37% | 67 |
|
|
2022
Q3 | $947K | Sell |
2,884
-13
| -0.4% | -$4.27K | 0.37% | 71 |
|
|
2022
Q2 | $1.1M | Buy |
2,897
+792
| +38% | +$302K | 0.37% | 70 |
|
|
2022
Q1 | $874K | Buy |
2,105
+1,617
| +331% | +$671K | 0.26% | 108 |
|
|
2021
Q4 | $213K | Hold |
488
| – | – | 0.06% | 290 |
|
|
2021
Q3 | $209K | Sell |
488
-1,074
| -69% | -$460K | 0.06% | 290 |
|
|
2021
Q2 | $628K | Sell |
1,562
-122
| -7% | -$49.1K | 0.2% | 133 |
|
|
2021
Q1 | $646K | Buy |
1,684
+221
| +15% | +$84.8K | 0.2% | 131 |
|
|
2020
Q4 | $503K | Buy |
+1,463
| New | +$503K | 0.19% | 134 |
|