Institute for Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $749K | Buy |
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|
2025
Q2 | $686K | Sell |
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|
2025
Q1 | $773K | Sell |
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|
2024
Q4 | $985K | Buy |
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|
2024
Q3 | $960K | Sell |
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|
2024
Q2 | $977K | Buy |
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|
2024
Q1 | $811K | Sell |
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|
2023
Q4 | $930K | Sell |
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|
2023
Q3 | $862K | Sell |
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|
2023
Q2 | $960K | Buy |
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|
2023
Q1 | $774K | Sell |
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|
2022
Q4 | $744K | Sell |
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|
2022
Q3 | $697K | Buy |
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|
2022
Q2 | $718K | Sell |
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|
2022
Q1 | $3.85M | Buy |
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|
2021
Q4 | $891K | Sell |
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|
2021
Q3 | $993K | Sell |
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|
2021
Q2 | $4.57M | Sell |
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|
2021
Q1 | $4.32M | Buy |
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|
2020
Q4 | $3.88M | Sell |
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|
2020
Q3 | $3.57M | Sell |
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|
2020
Q2 | $3.61M | Sell |
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|
2020
Q1 | $3.6M | Sell |
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|
2019
Q4 | $6.32M | Sell |
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|
2019
Q3 | $6.18M | Sell |
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|
2019
Q2 | $8.28M | Sell |
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|
2019
Q1 | $12M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $11.3M | Sell |
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|
2018
Q2 | $15.5M | Buy |
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|
2018
Q1 | $14.7M | Sell |
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|
2017
Q4 | $20.4M | Buy |
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|
2017
Q3 | $12.1M | Buy |
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|
2017
Q2 | $9.69M | Buy |
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|
2015
Q4 | $2.97M | Buy |
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|
2015
Q3 | $763K | Sell |
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|
2015
Q2 | $2.4M | Sell |
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|
2015
Q1 | $3.02M | Buy |
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|
2014
Q4 | $2.27M | Buy |
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|
2014
Q3 | $2.17M | Buy |
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|
2014
Q2 | $1.87M | Sell |
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|
2014
Q1 | $2.38M | Sell |
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|
2013
Q4 | $2.61M | Buy |
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|
2013
Q3 | $207K | Buy |
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