Oak Root LLC’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 | $35.6M | Sell |
62,595
-588
| -0.9% | -$334K | 4.4% | 5 |
|
|
2025
Q1 | $32.5M | Sell |
63,183
-2,079
| -3% | -$1.07M | 4.35% | 5 |
|
|
2024
Q4 | $35.2M | Sell |
65,262
-11,460
| -15% | -$6.17M | 4.58% | 5 |
|
|
2024
Q3 | $40.5M | Sell |
76,722
-307
| -0.4% | -$162K | 5.11% | 5 |
|
|
2024
Q2 | $38.5M | Sell |
77,029
-1,229
| -2% | -$615K | 5.13% | 5 |
|
|
2024
Q1 | $37.6M | Buy |
78,258
+13,662
| +21% | +$6.57M | 5.04% | 5 |
|
|
2023
Q4 | $28.2M | Buy |
+64,596
| New | +$28.2M | 4.27% | 5 |
|