VAG
VisionPoint Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.94M | Buy |
15,736
+6,162
| +64% | +$3.5M | 1.94% | 5 |
|
|
2025
Q1 | $4.92M | Buy |
9,574
+8,237
| +616% | +$4.23M | 1.69% | 11 |
|
|
2024
Q4 | $719K | Buy |
1,337
+47
| +4% | +$25.3K | 0.25% | 97 |
|
|
2024
Q3 | $681K | Buy |
1,290
+83
| +7% | +$43.8K | 0.23% | 99 |
|
|
2024
Q2 | $604K | Sell |
1,207
-144
| -11% | -$72K | 0.21% | 97 |
|
|
2024
Q1 | $650K | Buy |
1,351
+311
| +30% | +$150K | 0.23% | 101 |
|
|
2023
Q4 | $454K | Buy |
1,040
+677
| +187% | +$295K | 0.17% | 102 |
|
|
2023
Q3 | $143K | Buy |
363
+63
| +21% | +$24.7K | 0.06% | 163 |
|
|
2023
Q2 | $122K | Buy |
+300
| New | +$122K | 0.05% | 158 |
|