IIA
Integral Investment Advisors’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 | $32.8M | Buy |
57,760
+1,112
| +2% | +$632K | 9.36% | 1 |
|
|
2025
Q1 | $29.1M | Buy |
56,648
+4,478
| +9% | +$2.3M | 9.29% | 1 |
|
|
2024
Q4 | $28.1M | Buy |
52,170
+1,498
| +3% | +$807K | 9.1% | 1 |
|
|
2024
Q3 | $26.7M | Buy |
50,672
+4,631
| +10% | +$2.44M | 8.96% | 1 |
|
|
2024
Q2 | $23.2M | Buy |
46,041
+12,123
| +36% | +$6.11M | 8.55% | 1 |
|
|
2024
Q1 | $16.3M | Buy |
33,918
+4,741
| +16% | +$2.28M | 6.75% | 1 |
|
|
2023
Q4 | $12.7M | Buy |
29,177
+27,975
| +2,327% | +$12.2M | 8.13% | 1 |
|
|
2023
Q3 | $472K | Sell |
1,202
-7
| -0.6% | -$2.75K | 0.33% | 54 |
|
|
2023
Q2 | $492K | Buy |
+1,209
| New | +$492K | 0.33% | 51 |
|
|
2023
Q1 | – | Sell |
-657
| Closed | -$231K | – | 86 |
|
|
2022
Q4 | $231K | Sell |
657
-10,662
| -94% | -$3.75M | 0.18% | 68 |
|
|
2022
Q3 | $3.72M | Sell |
11,319
-4,375
| -28% | -$1.44M | 3.04% | 11 |
|
|
2022
Q2 | $5.44M | Sell |
15,694
-1,969
| -11% | -$683K | 4.63% | 9 |
|
|
2022
Q1 | $7.33M | Buy |
17,663
+2,125
| +14% | +$882K | 4.59% | 5 |
|
|
2021
Q4 | $6.78M | Buy |
+15,538
| New | +$6.78M | 4.88% | 4 |
|