IAN
Integrated Advisors Network’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 | $31.1M | Buy |
54,708
+10,581
| +24% | +$6.01M | 1.4% | 9 |
|
|
2025
Q1 | $22.7M | Buy |
44,127
+2,773
| +7% | +$1.43M | 1.14% | 12 |
|
|
2024
Q4 | $22.3M | Buy |
41,354
+2,004
| +5% | +$1.08M | 1.06% | 14 |
|
|
2024
Q3 | $20.8M | Sell |
39,350
-2,369
| -6% | -$1.25M | 0.98% | 14 |
|
|
2024
Q2 | $20.9M | Buy |
41,719
+585
| +1% | +$293K | 1.07% | 12 |
|
|
2024
Q1 | $19.8M | Buy |
41,134
+6,272
| +18% | +$3.01M | 1% | 12 |
|
|
2023
Q4 | $15.2M | Sell |
34,862
-14,010
| -29% | -$6.12M | 0.86% | 16 |
|
|
2023
Q3 | $19.2M | Buy |
48,872
+6,596
| +16% | +$2.59M | 1.17% | 12 |
|
|
2023
Q2 | $17.2M | Buy |
42,276
+6,847
| +19% | +$2.79M | 0.99% | 15 |
|
|
2023
Q1 | $13.3M | Sell |
35,429
-25,521
| -42% | -$9.6M | 0.8% | 18 |
|
|
2022
Q4 | $21.4M | Buy |
60,950
+21,640
| +55% | +$7.6M | 1.38% | 5 |
|
|
2022
Q3 | $12.9M | Buy |
39,310
+709
| +2% | +$233K | 0.88% | 16 |
|
|
2022
Q2 | $13.4M | Buy |
38,601
+4,192
| +12% | +$1.45M | 0.87% | 22 |
|
|
2022
Q1 | $14.3M | Sell |
34,409
-25,916
| -43% | -$10.8M | 0.84% | 24 |
|
|
2021
Q4 | $26.3M | Buy |
60,325
+1,735
| +3% | +$757K | 1.55% | 8 |
|
|
2021
Q3 | $23.1M | Buy |
58,590
+7,981
| +16% | +$3.15M | 1.53% | 7 |
|
|
2021
Q2 | $19.9M | Buy |
50,609
+23,323
| +85% | +$9.18M | 1.47% | 9 |
|
|
2021
Q1 | $9.94M | Buy |
27,286
+6,596
| +32% | +$2.4M | 0.91% | 22 |
|
|
2020
Q4 | $7.11M | Buy |
20,690
+1,258
| +6% | +$432K | 0.78% | 22 |
|
|
2020
Q3 | $5.98M | Buy |
19,432
+10,905
| +128% | +$3.35M | 0.76% | 31 |
|
|
2020
Q2 | $2.42M | Buy |
8,527
+2,739
| +47% | +$776K | 0.28% | 100 |
|
|
2020
Q1 | $1.37M | Sell |
5,788
-5,092
| -47% | -$1.21M | 0.27% | 111 |
|
|
2019
Q4 | $3.22M | Buy |
+10,880
| New | +$3.22M | 0.43% | 66 |
|