Investors Asset Management of Georgia’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 | $1.45M | Buy |
2,557
+5
| +0.2% | +$2.84K | 0.67% | 45 |
|
2025
Q1 | $1.31M | Buy |
2,552
+1
| +0% | +$514 | 0.66% | 46 |
|
2024
Q4 | $1.37M | Buy |
2,551
+4
| +0.2% | +$2.16K | 0.67% | 44 |
|
2024
Q3 | $1.34M | Sell |
2,547
-61
| -2% | -$32.2K | 0.63% | 46 |
|
2024
Q2 | $1.3M | Buy |
2,608
+23
| +0.9% | +$11.5K | 0.63% | 49 |
|
2024
Q1 | $1.24M | Buy |
2,585
+2
| +0.1% | +$961 | 0.58% | 54 |
|
2023
Q4 | $1.13M | Buy |
2,583
+4
| +0.2% | +$1.75K | 0.57% | 54 |
|
2023
Q3 | $1.01M | Sell |
2,579
-98
| -4% | -$38.3K | 0.56% | 55 |
|
2023
Q2 | $1.09M | Hold |
2,677
| – | – | 0.56% | 55 |
|
2023
Q1 | $1.01M | Sell |
2,677
-42
| -2% | -$15.8K | 0.54% | 57 |
|
2022
Q4 | $955K | Buy |
2,719
+92
| +4% | +$32.3K | 0.5% | 61 |
|
2022
Q3 | $862K | Buy |
2,627
+200
| +8% | +$65.6K | 0.44% | 61 |
|
2022
Q2 | $842K | Buy |
2,427
+340
| +16% | +$118K | 0.44% | 64 |
|
2022
Q1 | $866K | Buy |
2,087
+403
| +24% | +$167K | 0.44% | 67 |
|
2021
Q4 | $735K | Hold |
1,684
| – | – | 0.35% | 75 |
|
2021
Q3 | $664K | Hold |
1,684
| – | – | 0.35% | 76 |
|
2021
Q2 | $663K | Hold |
1,684
| – | – | 0.36% | 74 |
|
2021
Q1 | $613K | Buy |
1,684
+195
| +13% | +$71K | 0.36% | 73 |
|
2020
Q4 | $512K | Sell |
1,489
-244
| -14% | -$83.9K | 0.35% | 69 |
|
2020
Q3 | $533K | Sell |
1,733
-163
| -9% | -$50.1K | 0.36% | 64 |
|
2020
Q2 | $537K | Sell |
1,896
-9
| -0.5% | -$2.55K | 0.37% | 61 |
|
2020
Q1 | $451K | Sell |
1,905
-255
| -12% | -$60.4K | 0.37% | 62 |
|
2019
Q4 | $639K | Hold |
2,160
| – | – | 0.39% | 60 |
|
2019
Q3 | $589K | Buy |
2,160
+9
| +0.4% | +$2.45K | 0.38% | 63 |
|
2019
Q2 | $579K | Sell |
2,151
-92
| -4% | -$24.8K | 0.39% | 61 |
|
2019
Q1 | $582K | Hold |
2,243
| – | – | 0.41% | 61 |
|
2018
Q4 | $515K | Sell |
2,243
-86
| -4% | -$19.7K | 0.42% | 61 |
|
2018
Q3 | $622K | Hold |
2,329
| – | – | 0.43% | 58 |
|
2018
Q2 | $581K | Hold |
2,329
| – | – | 0.43% | 60 |
|
2018
Q1 | $564K | Sell |
2,329
-101
| -4% | -$24.5K | 0.42% | 59 |
|
2017
Q4 | $596K | Hold |
2,430
| – | – | 0.42% | 60 |
|
2017
Q3 | $561K | Hold |
2,430
| – | – | 0.41% | 63 |
|
2017
Q2 | $540K | Sell |
2,430
-293
| -11% | -$65.1K | 0.37% | 64 |
|
2017
Q1 | $589K | Hold |
2,723
| – | – | 0.41% | 57 |
|
2016
Q4 | $559K | Buy |
+2,723
| New | +$559K | 0.41% | 60 |
|