Intelligent Financial Strategies’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
Q3 | $25.5M | Sell |
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|
2025
Q2 | $28.5M | Sell |
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|
2025
Q1 | $29.3M | Sell |
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|
2024
Q4 | $31.6M | Sell |
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|
2024
Q3 | $31.1M | Buy |
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|
2024
Q2 | $28.7M | Buy |
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|
2024
Q1 | $26.6M | Buy |
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|
2023
Q4 | $17.8M | Buy |
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|
2023
Q3 | $15.6M | Buy |
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|
2023
Q2 | $16M | Buy |
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|
2023
Q1 | $14.5M | Buy |
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|
2022
Q4 | $12.7M | Buy |
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|
2022
Q3 | $5.42M | Sell |
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|
2022
Q2 | $5.76M | Buy |
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|
2022
Q1 | $5.47M | Sell |
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|
2021
Q4 | $5.85M | Buy |
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