Frank Rimerman 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
2025
Q2
$1.88M Hold
2025
Q1
$1.7M Sell
2024
Q4
$2.54M Buy
2024
Q3
$1.71M Hold
2024
Q2
$1.62M Buy
2024
Q1
$1.56M Buy
2023
Q4
$1.41M Hold
2023
Q3
$1.27M Buy
2023
Q2
$1.32M Hold
2023
Q1
$1.22M Hold
2022
Q4
$1.14M Hold
2022
Q3
$1.06M Buy
2022
Q2
$1.12M Sell
2022
Q1
$1.41M Buy
2021
Q4
$490K Buy