Integrated Wealth Concepts’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
Q2 | $63M | Buy |
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|
2025
Q1 | $53.6M | Sell |
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|
2024
Q4 | $60.9M | Buy |
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|
2024
Q3 | $54.4M | Buy |
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|
2024
Q2 | $50M | Buy |
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|
2024
Q1 | $47M | Buy |
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|
2023
Q4 | $37.7M | Buy |
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|
2023
Q3 | $33.1M | Sell |
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|
2023
Q2 | $35.4M | Buy |
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|
2023
Q1 | $24.6M | Buy |
|
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|
2022
Q4 | $17.3M | Sell |
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|
2022
Q3 | $24.1M | Buy |
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|
2022
Q2 | $20.2M | Buy |
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|
2022
Q1 | $19.3M | Buy |
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|
2021
Q4 | $20M | Buy |
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|
2021
Q3 | $16.2M | Buy |
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|
2021
Q2 | $13.9M | Buy |
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|
2021
Q1 | $12.9M | Buy |
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|
2020
Q4 | $10.3M | Buy |
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|
2020
Q3 | $7.36M | Sell |
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|
2020
Q2 | $6.85M | Buy |
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|
2020
Q1 | $5.37M | Sell |
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|
2019
Q4 | $10.3M | Buy |
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|
2019
Q3 | $5.17M | Buy |
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|
2019
Q2 | $3.05M | Buy |
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|
2019
Q1 | $3.97M | Buy |
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|
2018
Q4 | $2.69M | Buy |
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|
2018
Q3 | $1.48M | Sell |
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|
2018
Q2 | $864K | Buy |
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|
2018
Q1 | $1.34M | Sell |
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|
2017
Q4 | $1.44M | Buy |
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