Investment Research & 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 | $62.5M | Buy |
110,107
+16,906
| +18% | +$9.6M | 23.3% | 1 |
|
|
2025
Q1 | $47.9M | Buy |
93,201
+2,336
| +3% | +$1.2M | 20.01% | 1 |
|
|
2024
Q4 | $49M | Buy |
90,865
+802
| +0.9% | +$432K | 20.31% | 1 |
|
|
2024
Q3 | $47.5M | Sell |
90,063
-2,059
| -2% | -$1.09M | 20.06% | 1 |
|
|
2024
Q2 | $46.1M | Sell |
92,122
-1,093
| -1% | -$547K | 20.42% | 1 |
|
|
2024
Q1 | $44.8M | Sell |
93,215
-5,878
| -6% | -$2.83M | 20.62% | 1 |
|
|
2023
Q4 | $43.3M | Buy |
99,093
+3,834
| +4% | +$1.67M | 22.09% | 1 |
|
|
2023
Q3 | $37.4M | Buy |
95,259
+15,344
| +19% | +$6.03M | 21.23% | 1 |
|
|
2023
Q2 | $32.5M | Sell |
79,915
-2,499
| -3% | -$1.02M | 18.84% | 1 |
|
|
2023
Q1 | $31M | Sell |
82,414
-11,615
| -12% | -$4.37M | 19.88% | 1 |
|
|
2022
Q4 | $33M | Buy |
94,029
+17,718
| +23% | +$6.23M | 21.69% | 1 |
|
|
2022
Q3 | $25.1M | Buy |
76,311
+833
| +1% | +$273K | 18.75% | 1 |
|
|
2022
Q2 | $26.2M | Sell |
75,478
-3,789
| -5% | -$1.31M | 18.94% | 1 |
|
|
2022
Q1 | $32.9M | Buy |
79,267
+598
| +0.8% | +$249K | 20.65% | 1 |
|
|
2021
Q4 | $34.3M | Buy |
78,669
+2,842
| +4% | +$1.24M | 20.84% | 1 |
|
|
2021
Q3 | $30.1M | Buy |
75,827
+2,607
| +4% | +$1.04M | 19.77% | 1 |
|
|
2021
Q2 | $28.8M | Buy |
73,220
+32,014
| +78% | +$12.6M | 19% | 1 |
|
|
2021
Q1 | $25.9M | Sell |
41,206
-28,559
| -41% | -$18M | 19.06% | 1 |
|
|
2020
Q4 | $24M | Sell |
69,765
-3,349
| -5% | -$1.15M | 17.8% | 1 |
|
|
2020
Q3 | $22.5M | Sell |
73,114
-3,636
| -5% | -$1.12M | 18.67% | 1 |
|
|
2020
Q2 | $21.7M | Sell |
76,750
-46,088
| -38% | -$13M | 19.46% | 1 |
|
|
2020
Q1 | $29.1M | Buy |
122,838
+7,382
| +6% | +$1.75M | 26.98% | 1 |
|
|
2019
Q4 | $34.2M | Buy |
+115,456
| New | +$34.2M | 31.58% | 1 |
|