NorthRock Partners’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
Q3 | $287M | Buy |
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|
2025
Q2 | $62.2M | Sell |
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|
2025
Q1 | $57.1M | Sell |
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|
2024
Q4 | $60.7M | Sell |
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|
2024
Q3 | $65.7M | Sell |
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|
2024
Q2 | $68.6M | Sell |
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|
2024
Q1 | $80.1M | Sell |
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|
2023
Q4 | $76.1M | Buy |
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|
2023
Q3 | $731K | Sell |
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|
2023
Q2 | $838K | Sell |
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|
2023
Q1 | $1.18M | Sell |
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|
2022
Q4 | $4.23M | Sell |
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|
2022
Q3 | $4.02M | Sell |
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|
2022
Q2 | $4.7M | Sell |
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|
2022
Q1 | $5.89M | Buy |
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|
2021
Q4 | $5.98M | Buy |
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|
2021
Q3 | $5.12M | Buy |
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|
2021
Q2 | $4.99M | Buy |
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|
2021
Q1 | $1.96M | Sell |
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|
2020
Q4 | $1.86M | Sell |
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|
2020
Q3 | $1.92M | Buy |
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|
2020
Q2 | $1.37M | Buy |
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|
2020
Q1 | $956K | Buy |
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|
2019
Q4 | $1.16M | Sell |
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|
2019
Q3 | $1.32M | Buy |
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