IFWM
Institute for Wealth Management’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 | $686K | Sell |
1,208
-295
| -20% | -$168K | 0.08% | 252 |
|
|
2025
Q1 | $773K | Sell |
1,503
-326
| -18% | -$168K | 0.1% | 230 |
|
|
2024
Q4 | $985K | Buy |
1,829
+9
| +0.5% | +$4.85K | 0.12% | 173 |
|
|
2024
Q3 | $960K | Sell |
1,820
-133
| -7% | -$70.2K | 0.12% | 184 |
|
|
2024
Q2 | $977K | Buy |
1,953
+267
| +16% | +$134K | 0.13% | 168 |
|
|
2024
Q1 | $811K | Sell |
1,686
-444
| -21% | -$213K | 0.1% | 201 |
|
|
2023
Q4 | $930K | Sell |
2,130
-65
| -3% | -$28.4K | 0.15% | 158 |
|
|
2023
Q3 | $862K | Sell |
2,195
-163
| -7% | -$64K | 0.16% | 159 |
|
|
2023
Q2 | $960K | Buy |
2,358
+299
| +15% | +$122K | 0.16% | 153 |
|
|
2023
Q1 | $774K | Sell |
2,059
-58
| -3% | -$21.8K | 0.15% | 171 |
|
|
2022
Q4 | $744K | Sell |
2,117
-6
| -0.3% | -$2.11K | 0.16% | 177 |
|
|
2022
Q3 | $697K | Buy |
2,123
+52
| +3% | +$17.1K | 0.16% | 173 |
|
|
2022
Q2 | $718K | Sell |
2,071
-7,201
| -78% | -$2.5M | 0.14% | 182 |
|
|
2022
Q1 | $3.85M | Buy |
9,272
+7,232
| +355% | +$3M | 0.62% | 29 |
|
|
2021
Q4 | $891K | Sell |
2,040
-478
| -19% | -$209K | 0.15% | 179 |
|
|
2021
Q3 | $993K | Sell |
2,518
-9,092
| -78% | -$3.59M | 0.17% | 149 |
|
|
2021
Q2 | $4.57M | Sell |
11,610
-236
| -2% | -$92.9K | 0.8% | 21 |
|
|
2021
Q1 | $4.32M | Buy |
11,846
+555
| +5% | +$202K | 0.82% | 22 |
|
|
2020
Q4 | $3.88M | Sell |
11,291
-306
| -3% | -$105K | 0.77% | 24 |
|
|
2020
Q3 | $3.57M | Sell |
11,597
-1,138
| -9% | -$350K | 0.81% | 23 |
|
|
2020
Q2 | $3.61M | Sell |
12,735
-2,451
| -16% | -$695K | 0.88% | 19 |
|
|
2020
Q1 | $3.6M | Sell |
15,186
-6,194
| -29% | -$1.47M | 1.11% | 12 |
|
|
2019
Q4 | $6.32M | Sell |
21,380
-1,279
| -6% | -$378K | 1.43% | 6 |
|
|
2019
Q3 | $6.18M | Sell |
22,659
-8,102
| -26% | -$2.21M | 1.56% | 7 |
|
|
2019
Q2 | $8.28M | Sell |
30,761
-15,588
| -34% | -$4.2M | 1.83% | 3 |
|
|
2019
Q1 | $12M | Buy |
+46,349
| New | +$12M | 2.62% | 2 |
|
|
2018
Q4 | – | Sell |
-42,544
| Closed | -$11.3M | – | 344 |
|
|
2018
Q3 | $11.3M | Sell |
42,544
-19,370
| -31% | -$5.16M | 3.83% | 2 |
|
|
2018
Q2 | $15.5M | Buy |
61,914
+1,206
| +2% | +$301K | 4.92% | 1 |
|
|
2018
Q1 | $14.7M | Sell |
60,708
-19,886
| -25% | -$4.83M | 4.34% | 1 |
|
|
2017
Q4 | $20.4M | Buy |
80,594
+28,147
| +54% | +$7.11M | 4.7% | 1 |
|
|
2017
Q3 | $12.1M | Buy |
52,447
+8,798
| +20% | +$2.03M | 3.93% | 1 |
|
|
2017
Q2 | $9.69M | Buy |
+43,649
| New | +$9.69M | 2.67% | 1 |
|
|
2015
Q4 | $2.97M | Buy |
15,867
+11,526
| +266% | +$2.15M | 4.43% | 5 |
|
|
2015
Q3 | $763K | Sell |
4,341
-8,352
| -66% | -$1.47M | 1.45% | 24 |
|
|
2015
Q2 | $2.4M | Sell |
12,693
-3,255
| -20% | -$615K | 3.09% | 13 |
|
|
2015
Q1 | $3.02M | Buy |
15,948
+3,923
| +33% | +$742K | 3.32% | 8 |
|
|
2014
Q4 | $2.27M | Buy |
12,025
+52
| +0.4% | +$9.8K | 2.38% | 12 |
|
|
2014
Q3 | $2.17M | Buy |
11,973
+1,527
| +15% | +$277K | 2.07% | 17 |
|
|
2014
Q2 | $1.87M | Sell |
10,446
-3,458
| -25% | -$620K | 1.62% | 18 |
|
|
2014
Q1 | $2.38M | Sell |
13,904
-1,503
| -10% | -$257K | 2.04% | 15 |
|
|
2013
Q4 | $2.61M | Buy |
15,407
+12,714
| +472% | +$2.15M | 1.88% | 18 |
|
|
2013
Q3 | $207K | Buy |
+2,693
| New | +$207K | 0.14% | 38 |
|