Rice Partnership’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 | $6.82K | Hold |
12
| – | – | ﹤0.01% | 160 |
|
2025
Q1 | $6.17K | Hold |
12
| – | – | ﹤0.01% | 142 |
|
2024
Q4 | $6.47K | Hold |
12
| – | – | ﹤0.01% | 155 |
|
2024
Q3 | $6.33K | Hold |
12
| – | – | ﹤0.01% | 161 |
|
2024
Q2 | $6K | Hold |
12
| – | – | ﹤0.01% | 143 |
|
2024
Q1 | $5.77K | Buy |
+12
| New | +$5.77K | ﹤0.01% | 145 |
|
2023
Q3 | – | Sell |
-57
| Closed | -$23.2K | – | 145 |
|
2023
Q2 | $23.2K | Buy |
+57
| New | +$23.2K | 0.01% | 127 |
|
2018
Q4 | – | Sell |
-1,199
| Closed | -$320K | – | 80 |
|
2018
Q3 | $320K | Hold |
1,199
| – | – | 0.2% | 57 |
|
2018
Q2 | $299K | Buy |
+1,199
| New | +$299K | 0.2% | 62 |
|