Investment Advisory Group’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 | $3M | Buy |
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|
2025
Q1 | $2.64M | Buy |
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|
2024
Q4 | $2.64M | Buy |
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|
2024
Q3 | $2.26M | Buy |
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|
2024
Q2 | $2.1M | Buy |
|
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|
2024
Q1 | $2M | Buy |
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|
2023
Q4 | $1.69M | Buy |
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|
2023
Q3 | $1.48M | Buy |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1M | Buy |
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|
2022
Q4 | $908K | Buy |
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|
2022
Q3 | $474K | Buy |
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|
2022
Q2 | $425K | Sell |
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|
2022
Q1 | $517K | Buy |
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|
2021
Q4 | $438K | Buy |
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