IFA
Interactive Financial 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 | $867K | Buy |
1,525
+11
| +0.7% | +$6.25K | 0.42% | 38 |
|
|
2025
Q1 | $778K | Sell |
1,514
-107
| -7% | -$55K | 0.41% | 40 |
|
|
2024
Q4 | $874K | Sell |
1,621
-114
| -7% | -$61.4K | 0.46% | 38 |
|
|
2024
Q3 | $916K | Buy |
1,735
+10
| +0.6% | +$5.28K | 0.47% | 37 |
|
|
2024
Q2 | $863K | Sell |
1,725
-53
| -3% | -$26.5K | 0.48% | 38 |
|
|
2024
Q1 | $855K | Sell |
1,778
-9,048
| -84% | -$4.35M | 0.47% | 36 |
|
|
2023
Q4 | $441K | Buy |
10,826
+9,260
| +591% | +$377K | 0.24% | 58 |
|
|
2023
Q3 | $615K | Sell |
1,566
-4,843
| -76% | -$1.9M | 0.41% | 38 |
|
|
2023
Q2 | $2.61M | Sell |
6,409
-442
| -6% | -$180K | 1.77% | 14 |
|
|
2023
Q1 | $2.58M | Sell |
6,851
-928
| -12% | -$349K | 1.65% | 15 |
|
|
2022
Q4 | $2.73M | Buy |
7,779
+999
| +15% | +$351K | 1.64% | 13 |
|
|
2022
Q3 | $2.23M | Sell |
6,780
-2,268
| -25% | -$745K | 1.29% | 16 |
|
|
2022
Q2 | $3.17M | Sell |
9,048
-1,055
| -10% | -$370K | 1.59% | 18 |
|
|
2022
Q1 | $4.19M | Sell |
10,103
-2,346
| -19% | -$974K | 1.96% | 17 |
|
|
2021
Q4 | $5.44M | Sell |
12,449
-3,101
| -20% | -$1.35M | 2.07% | 14 |
|
|
2021
Q3 | $6.13M | Buy |
15,550
+2,291
| +17% | +$904K | 2.68% | 9 |
|
|
2021
Q2 | $5.22M | Sell |
13,259
-227
| -2% | -$89.3K | 2.12% | 15 |
|
|
2021
Q1 | $4.91M | Buy |
13,486
+3,723
| +38% | +$1.36M | 2.06% | 15 |
|
|
2020
Q4 | $3.36M | Sell |
9,763
-1,408
| -13% | -$484K | 1.53% | 20 |
|
|
2020
Q3 | $3.44M | Buy |
11,171
+2,366
| +27% | +$728K | 1.71% | 16 |
|
|
2020
Q2 | $2.5M | Buy |
8,805
+8,797
| +109,963% | +$2.49M | 1.23% | 21 |
|
|
2020
Q1 | $2K | Sell |
8
-15,456
| -100% | -$3.86M | ﹤0.01% | 104 |
|
|
2019
Q4 | $4.57M | Buy |
15,464
+3,004
| +24% | +$889K | 2.06% | 15 |
|
|
2019
Q3 | $3.4M | Buy |
12,460
+210
| +2% | +$57.3K | 1.56% | 19 |
|
|
2019
Q2 | $3.3M | Buy |
12,250
+4,492
| +58% | +$1.21M | 1.51% | 17 |
|
|
2019
Q1 | $2.01M | Sell |
7,758
-1,005
| -11% | -$261K | 0.97% | 23 |
|
|
2018
Q4 | $2.01M | Sell |
8,763
-8,819
| -50% | -$2.03M | 1.04% | 23 |
|
|
2018
Q3 | $4.7M | Buy |
17,582
+7,102
| +68% | +$1.9M | 2.23% | 15 |
|
|
2018
Q2 | $2.62M | Sell |
10,480
-2,372
| -18% | -$592K | 1.24% | 23 |
|
|
2018
Q1 | $3.11M | Sell |
12,852
-13,688
| -52% | -$3.31M | 1.49% | 18 |
|
|
2017
Q4 | $6.51M | Sell |
26,540
-29,651
| -53% | -$7.27M | 2.86% | 14 |
|
|
2017
Q3 | $13M | Sell |
56,191
-6,576
| -10% | -$1.52M | 5.91% | 6 |
|
|
2017
Q2 | $13.9M | Buy |
62,767
+33,651
| +116% | +$7.47M | 6.56% | 4 |
|
|
2017
Q1 | $6.3M | Buy |
29,116
+5,115
| +21% | +$1.11M | 3.07% | 13 |
|
|
2016
Q4 | $4.93M | Buy |
24,001
+2,426
| +11% | +$498K | 2.48% | 16 |
|
|
2016
Q3 | $4.29M | Sell |
21,575
-33,364
| -61% | -$6.63M | 2.15% | 18 |
|
|
2016
Q2 | $10.6M | Buy |
54,939
+17,005
| +45% | +$3.27M | 5.56% | 5 |
|
|
2016
Q1 | $7.15M | Buy |
37,934
+21,692
| +134% | +$4.09M | 4.39% | 7 |
|
|
2015
Q4 | $3.04M | Buy |
16,242
+3,248
| +25% | +$607K | 1.76% | 16 |
|
|
2015
Q3 | $2.28M | Sell |
12,994
-9,227
| -42% | -$1.62M | 1.29% | 18 |
|
|
2015
Q2 | $4.2M | Sell |
22,221
-20,051
| -47% | -$3.79M | 2.26% | 13 |
|
|
2015
Q1 | $8M | Buy |
42,272
+2,104
| +5% | +$398K | 4.29% | 7 |
|
|
2014
Q4 | $7.57M | Buy |
40,168
+17,464
| +77% | +$3.29M | 4.15% | 7 |
|
|
2014
Q3 | $4.1M | Buy |
22,704
+6,005
| +36% | +$1.08M | 2.33% | 11 |
|
|
2014
Q2 | $3M | Buy |
16,699
+4,751
| +40% | +$852K | 1.69% | 12 |
|
|
2014
Q1 | $2.05M | Sell |
11,948
-3,419
| -22% | -$586K | 1.19% | 16 |
|
|
2013
Q4 | $2.6M | Buy |
+15,367
| New | +$2.6M | 1.53% | 14 |
|