Oak Root LLC’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
$37.5M Sell
2025
Q2
$35.6M Sell
2025
Q1
$32.5M Sell
2024
Q4
$35.2M Sell
2024
Q3
$40.5M Sell
2024
Q2
$38.5M Sell
2024
Q1
$37.6M Buy
2023
Q4
$28.2M Buy