IDA
Intelligence Driven Advisers’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 | $648K | Sell |
1,140
-1,936
| -63% | -$1.1M | 0.1% | 55 |
|
|
2025
Q1 | $1.58M | Buy |
3,076
+2,073
| +207% | +$1.07M | 0.3% | 29 |
|
|
2024
Q4 | $540K | Sell |
1,003
-123
| -11% | -$66.3K | 0.1% | 53 |
|
|
2024
Q3 | $594K | Sell |
1,126
-75
| -6% | -$39.6K | 0.08% | 62 |
|
|
2024
Q2 | $601K | Sell |
1,201
-349
| -23% | -$175K | 0.09% | 60 |
|
|
2024
Q1 | $745K | Sell |
1,550
-287
| -16% | -$138K | 0.11% | 50 |
|
|
2023
Q4 | $815K | Sell |
1,837
-205
| -10% | -$91K | 0.13% | 41 |
|
|
2023
Q3 | $796K | Sell |
2,042
-1,410
| -41% | -$550K | 0.14% | 39 |
|
|
2023
Q2 | $1.39M | Sell |
3,452
-11,242
| -77% | -$4.54M | 0.24% | 33 |
|
|
2023
Q1 | $5.5M | Sell |
14,694
-1,110
| -7% | -$416K | 0.99% | 22 |
|
|
2022
Q4 | $5.64M | Sell |
15,804
-39,321
| -71% | -$14M | 1.03% | 21 |
|
|
2022
Q3 | $18.9M | Buy |
55,125
+3,113
| +6% | +$1.07M | 3.8% | 7 |
|
|
2022
Q2 | $18.3M | Buy |
52,012
+6,218
| +14% | +$2.19M | 3.59% | 9 |
|
|
2022
Q1 | $18.9M | Buy |
45,794
+10,688
| +30% | +$4.41M | 3.45% | 10 |
|
|
2021
Q4 | $14M | Buy |
+35,106
| New | +$14M | 2.57% | 13 |
|
|
2021
Q3 | – | Sell |
-28,182
| Closed | -$11.1M | – | 92 |
|
|
2021
Q2 | $11.1M | Sell |
28,182
-2,879
| -9% | -$1.13M | 2.16% | 17 |
|
|
2021
Q1 | $11.3M | Buy |
31,061
+518
| +2% | +$189K | 2.54% | 14 |
|
|
2020
Q4 | $10.5M | Buy |
30,543
+10,675
| +54% | +$3.67M | 2.35% | 15 |
|
|
2020
Q3 | $6.11M | Buy |
+19,868
| New | +$6.11M | 1.43% | 20 |
|