IFAM
Institutional & Family Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $42.7M | Buy |
85,340
+5,013
| +6% | +$2.51M | 6.52% | 2 |
|
|
2024
Q1 | $38.6M | Sell |
80,327
-1,398
| -2% | -$672K | 6.16% | 3 |
|
|
2023
Q4 | $35.7M | Buy |
81,725
+14,659
| +22% | +$6.4M | 5.87% | 3 |
|
|
2023
Q3 | $26.3M | Sell |
67,066
-974
| -1% | -$382K | 4.31% | 4 |
|
|
2023
Q2 | $27.7M | Sell |
68,040
-156
| -0.2% | -$63.5K | 4.51% | 3 |
|
|
2023
Q1 | $25.6M | Sell |
68,196
-14,078
| -17% | -$5.29M | 4.23% | 3 |
|
|
2022
Q4 | $28.9M | Sell |
82,274
-5,357
| -6% | -$1.88M | 4.8% | 4 |
|
|
2022
Q3 | $28.8M | Buy |
87,631
+8,232
| +10% | +$2.7M | 5.1% | 2 |
|
|
2022
Q2 | $27.5M | Buy |
79,399
+817
| +1% | +$283K | 4.75% | 3 |
|
|
2022
Q1 | $32.6M | Buy |
78,582
+5,638
| +8% | +$2.34M | 5.11% | 2 |
|
|
2021
Q4 | $31.8M | Buy |
72,944
+4,786
| +7% | +$2.09M | 4.96% | 3 |
|
|
2021
Q3 | $26.9M | Buy |
68,158
+1,747
| +3% | +$689K | 4.3% | 3 |
|
|
2021
Q2 | $26.1M | Buy |
66,411
+5,488
| +9% | +$2.16M | 4.31% | 3 |
|
|
2021
Q1 | $22.2M | Buy |
60,923
+7,103
| +13% | +$2.59M | 4.3% | 4 |
|
|
2020
Q4 | $18.5M | Buy |
53,820
+2,194
| +4% | +$754K | 3.88% | 3 |
|
|
2020
Q3 | $15.9M | Buy |
51,626
+4,190
| +9% | +$1.29M | 3.7% | 3 |
|
|
2020
Q2 | $13.4M | Buy |
47,436
+4,102
| +9% | +$1.16M | 2.78% | 4 |
|
|
2020
Q1 | $10.3M | Buy |
43,334
+8,013
| +23% | +$1.9M | 2.36% | 5 |
|
|
2019
Q4 | $10.4M | Buy |
35,321
+720
| +2% | +$213K | 2.21% | 7 |
|
|
2019
Q3 | $9.43M | Buy |
34,601
+15,119
| +78% | +$4.12M | 2.07% | 7 |
|
|
2019
Q2 | $5.24M | Buy |
19,482
+2,202
| +13% | +$593K | 1.13% | 15 |
|
|
2019
Q1 | $4.49M | Buy |
17,280
+2,138
| +14% | +$555K | 0.94% | 21 |
|
|
2018
Q4 | $3.48M | Buy |
15,142
+1,413
| +10% | +$325K | 0.78% | 31 |
|
|
2018
Q3 | $3.67M | Buy |
13,729
+2,573
| +23% | +$687K | 0.72% | 49 |
|
|
2018
Q2 | $2.78M | Buy |
11,156
+11,143
| +85,715% | +$2.78M | 0.58% | 69 |
|
|
2018
Q1 | $3K | Sell |
13
-982
| -99% | -$227K | ﹤0.01% | 687 |
|
|
2017
Q4 | $244K | Sell |
995
-88
| -8% | -$21.6K | 0.05% | 151 |
|
|
2017
Q3 | $250K | Buy |
+1,083
| New | +$250K | 0.05% | 157 |
|