IWS
Insight Wealth Strategies’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 | $611K | Sell |
1,077
-40
| -4% | -$22.7K | 0.08% | 115 |
|
|
2025
Q1 | $574K | Buy |
1,117
+5
| +0.4% | +$2.57K | 0.08% | 119 |
|
|
2024
Q4 | $599K | Sell |
1,112
-1,292
| -54% | -$696K | 0.08% | 115 |
|
|
2024
Q3 | $1.27M | Sell |
2,404
-125
| -5% | -$66K | 0.17% | 110 |
|
|
2024
Q2 | $1.26M | Buy |
2,529
+172
| +7% | +$86K | 0.18% | 113 |
|
|
2024
Q1 | $1.13M | Buy |
2,357
+1,156
| +96% | +$556K | 0.17% | 117 |
|
|
2023
Q4 | $525K | Buy |
1,201
+14
| +1% | +$6.12K | 0.08% | 125 |
|
|
2023
Q3 | $466K | Buy |
1,187
+67
| +6% | +$26.3K | 0.09% | 118 |
|
|
2023
Q2 | $456K | Sell |
1,120
-17
| -1% | -$6.92K | 0.09% | 112 |
|
|
2023
Q1 | $428K | Buy |
1,137
+23
| +2% | +$8.65K | 0.08% | 113 |
|
|
2022
Q4 | $391K | Buy |
1,114
+108
| +11% | +$37.9K | 0.08% | 114 |
|
|
2022
Q3 | $349K | Hold |
1,006
| – | – | 0.06% | 121 |
|
|
2022
Q2 | $349K | Hold |
1,006
| – | – | 0.06% | 121 |
|
|
2022
Q1 | $417K | Buy |
1,006
+4
| +0.4% | +$1.66K | 0.06% | 127 |
|
|
2021
Q4 | $438K | Buy |
1,002
+7
| +0.7% | +$3.06K | 0.06% | 123 |
|
|
2021
Q3 | $393K | Buy |
995
+3
| +0.3% | +$1.19K | 0.06% | 151 |
|
|
2021
Q2 | $390K | Sell |
992
-46
| -4% | -$18.1K | 0.06% | 148 |
|
|
2021
Q1 | $378K | Buy |
1,038
+3
| +0.3% | +$1.09K | 0.05% | 157 |
|
|
2020
Q4 | $356K | Buy |
1,035
+8
| +0.8% | +$2.75K | 0.06% | 144 |
|
|
2020
Q3 | $316K | Buy |
1,027
+33
| +3% | +$10.2K | 0.06% | 138 |
|
|
2020
Q2 | $282K | Sell |
994
-230
| -19% | -$65.3K | 0.06% | 134 |
|
|
2020
Q1 | $290K | Sell |
1,224
-834
| -41% | -$198K | 0.08% | 114 |
|
|
2019
Q4 | $609K | Buy |
2,058
+971
| +89% | +$287K | 0.13% | 107 |
|
|
2019
Q3 | $296K | Sell |
1,087
-404
| -27% | -$110K | 0.07% | 152 |
|
|
2019
Q2 | $401K | Buy |
+1,491
| New | +$401K | 0.1% | 122 |
|