Frank Rimerman Advisors’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 | $1.88M | Hold |
3,312
| – | – | 0.13% | 126 |
|
|
2025
Q1 | $1.7M | Sell |
3,312
-1,401
| -30% | -$720K | 0.13% | 122 |
|
|
2024
Q4 | $2.54M | Buy |
4,713
+1,465
| +45% | +$790K | 0.18% | 83 |
|
|
2024
Q3 | $1.71M | Hold |
3,248
| – | – | 0.12% | 131 |
|
|
2024
Q2 | $1.62M | Buy |
3,248
+2
| +0.1% | +$1K | 0.12% | 141 |
|
|
2024
Q1 | $1.56M | Buy |
3,246
+9
| +0.3% | +$4.33K | 0.3% | 40 |
|
|
2023
Q4 | $1.41M | Hold |
3,237
| – | – | 0.3% | 41 |
|
|
2023
Q3 | $1.27M | Buy |
3,237
+1
| +0% | +$393 | 0.31% | 38 |
|
|
2023
Q2 | $1.32M | Hold |
3,236
| – | – | 0.31% | 39 |
|
|
2023
Q1 | $1.22M | Hold |
3,236
| – | – | 0.34% | 38 |
|
|
2022
Q4 | $1.14M | Hold |
3,236
| – | – | 0.35% | 36 |
|
|
2022
Q3 | $1.06M | Buy |
3,236
+1
| +0% | +$328 | 0.38% | 37 |
|
|
2022
Q2 | $1.12M | Sell |
3,235
-168
| -5% | -$58.3K | 0.43% | 30 |
|
|
2022
Q1 | $1.41M | Buy |
3,403
+2,281
| +203% | +$947K | 0.45% | 30 |
|
|
2021
Q4 | $490K | Buy |
+1,122
| New | +$490K | 0.16% | 75 |
|