Investment Advisory Services’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 | $1.87M | Sell |
3,289
-83
| -2% | -$47.1K | 0.62% | 41 |
|
|
2025
Q1 | $1.73M | Buy |
3,372
+34
| +1% | +$17.5K | 0.63% | 38 |
|
|
2024
Q4 | $1.8M | Buy |
3,338
+198
| +6% | +$107K | 0.63% | 37 |
|
|
2024
Q3 | $1.66M | Sell |
3,140
-65
| -2% | -$34.3K | 0.59% | 39 |
|
|
2024
Q2 | $1.6M | Buy |
3,205
+260
| +9% | +$130K | 0.59% | 42 |
|
|
2024
Q1 | $1.42M | Sell |
2,945
-46
| -2% | -$22.1K | 0.52% | 46 |
|
|
2023
Q4 | $1.31M | Buy |
2,991
+295
| +11% | +$129K | 0.52% | 49 |
|
|
2023
Q3 | $1.06M | Buy |
2,696
+572
| +27% | +$225K | 0.46% | 50 |
|
|
2023
Q2 | $865K | Sell |
2,124
-114
| -5% | -$46.4K | 0.37% | 57 |
|
|
2023
Q1 | $842K | Buy |
2,238
+487
| +28% | +$183K | 0.41% | 53 |
|
|
2022
Q4 | $615K | Buy |
1,751
+1,056
| +152% | +$371K | 0.32% | 60 |
|
|
2022
Q3 | $228K | Buy |
+695
| New | +$228K | 0.14% | 89 |
|