Investment Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
5,287
+145
| +3% | +$82.4K | 0.91% | 29 |
|
|
2025
Q1 | $2.64M | Buy |
5,142
+236
| +5% | +$121K | 0.88% | 31 |
|
|
2024
Q4 | $2.64M | Buy |
4,906
+622
| +15% | +$335K | 0.89% | 29 |
|
|
2024
Q3 | $2.26M | Buy |
4,284
+82
| +2% | +$43.3K | 0.78% | 33 |
|
|
2024
Q2 | $2.1M | Buy |
4,202
+43
| +1% | +$21.5K | 0.81% | 30 |
|
|
2024
Q1 | $2M | Buy |
4,159
+287
| +7% | +$138K | 0.83% | 32 |
|
|
2023
Q4 | $1.69M | Buy |
3,872
+99
| +3% | +$43.2K | 0.78% | 35 |
|
|
2023
Q3 | $1.48M | Buy |
3,773
+681
| +22% | +$267K | 0.77% | 34 |
|
|
2023
Q2 | $1.26M | Buy |
3,092
+429
| +16% | +$175K | 0.64% | 39 |
|
|
2023
Q1 | $1M | Buy |
2,663
+79
| +3% | +$29.7K | 0.58% | 41 |
|
|
2022
Q4 | $908K | Buy |
2,584
+1,140
| +79% | +$401K | 0.56% | 40 |
|
|
2022
Q3 | $474K | Buy |
1,444
+221
| +18% | +$72.5K | 0.33% | 62 |
|
|
2022
Q2 | $425K | Sell |
1,223
-26
| -2% | -$9.04K | 0.29% | 68 |
|
|
2022
Q1 | $517K | Buy |
1,249
+189
| +18% | +$78.2K | 0.31% | 67 |
|
|
2021
Q4 | $438K | Buy |
+1,060
| New | +$438K | 0.28% | 68 |
|