Insigneo Advisory Services’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 | $12.2M | Buy |
21,523
+1,740
| +9% | +$988K | 1.05% | 14 |
|
|
2025
Q1 | $10.2M | Buy |
19,783
+2,138
| +12% | +$1.1M | 1.05% | 14 |
|
|
2024
Q4 | $9.51M | Sell |
17,645
-4,688
| -21% | -$2.53M | 0.98% | 15 |
|
|
2024
Q3 | $11.8M | Sell |
22,333
-731
| -3% | -$386K | 1.19% | 12 |
|
|
2024
Q2 | $11M | Buy |
23,064
+2,688
| +13% | +$1.28M | 1.23% | 12 |
|
|
2024
Q1 | $9.79M | Buy |
20,376
+3,361
| +20% | +$1.62M | 1.16% | 13 |
|
|
2023
Q4 | $7.43M | Buy |
17,015
+8,271
| +95% | +$3.61M | 1.05% | 14 |
|
|
2023
Q3 | $3.45M | Buy |
8,744
+1,976
| +29% | +$779K | 0.7% | 20 |
|
|
2023
Q2 | $2.77M | Buy |
6,768
+4,659
| +221% | +$1.9M | 0.53% | 30 |
|
|
2023
Q1 | $793K | Buy |
2,109
+4
| +0.2% | +$1.5K | 0.25% | 78 |
|
|
2022
Q4 | $740K | Buy |
+2,105
| New | +$740K | 0.28% | 76 |
|