IIM
InTrack Investment Management’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 | $4.08M | Sell |
7,185
-9,790
| -58% | -$5.56M | 2.74% | 7 |
|
|
2025
Q1 | $8.72M | Sell |
16,975
-1,124
| -6% | -$578K | 7.92% | 1 |
|
|
2024
Q4 | $9.69M | Sell |
18,099
-246
| -1% | -$132K | 6.76% | 1 |
|
|
2024
Q3 | $9.68M | Sell |
18,345
-262
| -1% | -$138K | 6.86% | 2 |
|
|
2024
Q2 | $9.31M | Sell |
18,607
-164
| -0.9% | -$82K | 6.62% | 2 |
|
|
2024
Q1 | $9.02M | Buy |
18,771
+241
| +1% | +$116K | 6.7% | 2 |
|
|
2023
Q4 | $8.09M | Buy |
18,530
+2,112
| +13% | +$923K | 6.08% | 1 |
|
|
2023
Q3 | $6.45M | Buy |
16,418
+1,629
| +11% | +$640K | 5.67% | 2 |
|
|
2023
Q2 | $6.02M | Sell |
14,789
-1,050
| -7% | -$428K | 4.92% | 2 |
|
|
2023
Q1 | $5.95M | Buy |
15,839
+143
| +0.9% | +$53.7K | 5.45% | 1 |
|
|
2022
Q4 | $5.51M | Buy |
15,696
+1,357
| +9% | +$477K | 5.52% | 1 |
|
|
2022
Q3 | $4.71M | Buy |
14,339
+1,668
| +13% | +$548K | 5.2% | 2 |
|
|
2022
Q2 | $4.4M | Buy |
12,671
+1,289
| +11% | +$447K | 4.5% | 2 |
|
|
2022
Q1 | $4.73M | Buy |
11,382
+1,644
| +17% | +$683K | 3.84% | 2 |
|
|
2021
Q4 | $4.25M | Buy |
9,738
+614
| +7% | +$268K | 2.94% | 3 |
|
|
2021
Q3 | $3.86M | Sell |
9,124
-194
| -2% | -$82.1K | 2.81% | 5 |
|
|
2021
Q2 | $3.71M | Sell |
9,318
-476
| -5% | -$189K | 2.91% | 5 |
|
|
2021
Q1 | $3.57M | Buy |
9,794
+237
| +2% | +$86.3K | 3.27% | 4 |
|
|
2020
Q4 | $3.29M | Buy |
+9,557
| New | +$3.29M | 3.28% | 5 |
|