IPG Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.79M | Buy |
8,014
+607
| +8% | +$380K | 0.82% | 36 |
|
|
2025
Q4 | $4.65M | Sell |
7,407
-4,646
| -39% | -$2.89M | 0.81% | 29 |
|
|
2025
Q3 | $7.4M | Buy |
12,053
+8,951
| +289% | +$5.28M | 1.32% | 21 |
|
|
2025
Q2 | $1.77M | Buy |
3,102
+357
| +13% | +$188K | 0.35% | 52 |
|
|
2025
Q1 | $1.41M | Buy |
2,745
+645
| +31% | +$349K | 0.32% | 56 |
|
|
2024
Q4 | $1.13M | Buy |
2,100
+105
| +5% | +$56.9K | 0.26% | 69 |
|
|
2024
Q3 | $1.06M | Buy |
1,995
+262
| +15% | +$133K | 0.23% | 76 |
|
|
2024
Q2 | $870K | Buy |
1,733
+108
| +7% | +$52K | 0.19% | 76 |
|
|
2024
Q1 | $781K | Buy |
1,625
+218
| +15% | +$99.8K | 0.17% | 74 |
|
|
2023
Q4 | $615K | Buy |
1,407
+55
| +4% | +$22.5K | 0.12% | 101 |
|
|
2023
Q3 | $533K | Sell |
1,352
-86
| -6% | -$35.2K | 0.12% | 105 |
|
|
2023
Q2 | $588K | Sell |
1,438
-237
| -14% | -$91.4K | 0.13% | 98 |
|
|
2023
Q1 | $630K | Buy |
1,675
+85
| +5% | +$31.2K | 0.14% | 84 |
|
|
2022
Q4 | $559K | Buy |
1,590
+164
| +12% | +$57.9K | 0.16% | 69 |
|
|
2022
Q3 | $468K | Sell |
1,426
-1,341
| -48% | -$490K | 0.13% | 75 |
|
|
2022
Q2 | $964K | Buy |
2,767
+1,931
| +231% | +$727K | 0.24% | 57 |
|
|
2022
Q1 | $347K | Buy |
836
+100
| +14% | +$40.9K | 0.07% | 116 |
|
|
2021
Q4 | $322K | Buy |
+736
| New | +$311K | 0.06% | 141 |
|
|
2021
Q2 | – | Sell |
-743
| Closed | -$271K | – | 221 |
|
|
2021
Q1 | $271K | Hold |
743
| – | – | 0.05% | 155 |
|
|
2020
Q4 | $255K | Sell |
743
-20
| -3% | -$6.52K | 0.06% | 135 |
|
|
2020
Q3 | $235K | Hold |
763
| – | – | 0.07% | 131 |
|
|
2020
Q2 | $216K | Buy |
+763
| New | +$205K | 0.07% | 111 |
|
|
2019
Q4 | – | Sell |
-875
| Closed | -$239K | – | 147 |
|
|
2019
Q3 | $239K | Sell |
875
-108
| -11% | -$29.3K | 0.08% | 107 |
|
|
2019
Q2 | $265K | Sell |
983
-75
| -7% | -$19.8K | 0.1% | 109 |
|
|
2019
Q1 | $275K | Buy |
+1,058
| New | +$264K | 0.09% | 118 |
|
Other funds holding VOO
VGA
AA