Roberts, Glore & Co’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 | $2.88M | Buy |
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|
2025
Q1 | $2.5M | Buy |
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|
2024
Q4 | $1.88M | Buy |
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|
2024
Q3 | $1.84M | Sell |
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|
2024
Q2 | $1.77M | Buy |
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|
2024
Q1 | $1.49M | Sell |
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|
2023
Q4 | $1.39M | Sell |
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|
2023
Q3 | $1.27M | Sell |
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|
2023
Q2 | $1.32M | Sell |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $949K | Buy |
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|
2022
Q2 | $968K | Buy |
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|
2022
Q1 | $662K | Buy |
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|
2021
Q4 | $626K | Buy |
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|
2021
Q3 | $516K | Sell |
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|
2021
Q2 | $532K | Sell |
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|
2021
Q1 | $506K | Sell |
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|
2020
Q4 | $492K | Sell |
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|
2020
Q3 | $459K | Hold |
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|
2020
Q2 | $423K | Buy |
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|
2020
Q1 | $345K | Buy |
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|
2019
Q4 | $247K | Buy |
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