Roble Belko & Company’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 | $2.21M | Sell |
3,891
-34
| -0.9% | -$19.3K | 0.32% | 36 |
|
|
2025
Q1 | $2.02M | Sell |
3,925
-162
| -4% | -$83.2K | 0.32% | 37 |
|
|
2024
Q4 | $2.2M | Sell |
4,087
-393
| -9% | -$212K | 0.35% | 34 |
|
|
2024
Q3 | $2.36M | Hold |
4,480
| – | – | 0.37% | 34 |
|
|
2024
Q2 | $2.24M | Buy |
4,480
+64
| +1% | +$32K | 0.38% | 34 |
|
|
2024
Q1 | $2.12M | Buy |
4,416
+16
| +0.4% | +$7.69K | 0.36% | 35 |
|
|
2023
Q4 | $1.92M | Sell |
4,400
-15
| -0.3% | -$6.55K | 0.36% | 37 |
|
|
2023
Q3 | $1.73M | Sell |
4,415
-41
| -0.9% | -$16.1K | 0.35% | 39 |
|
|
2023
Q2 | $1.82M | Sell |
4,456
-205
| -4% | -$83.5K | 0.36% | 36 |
|
|
2023
Q1 | $1.75M | Sell |
4,661
-589
| -11% | -$222K | 0.36% | 38 |
|
|
2022
Q4 | $1.85M | Sell |
5,250
-62
| -1% | -$21.8K | 0.39% | 38 |
|
|
2022
Q3 | $1.74M | Buy |
5,312
+1
| +0% | +$328 | 0.42% | 33 |
|
|
2022
Q2 | $1.84M | Sell |
5,311
-376
| -7% | -$130K | 0.42% | 33 |
|
|
2022
Q1 | $2.36M | Buy |
5,687
+355
| +7% | +$147K | 0.45% | 33 |
|
|
2021
Q4 | $2.33M | Sell |
5,332
-841
| -14% | -$367K | 0.44% | 33 |
|
|
2021
Q3 | $2.44M | Sell |
6,173
-573
| -8% | -$226K | 0.5% | 32 |
|
|
2021
Q2 | $2.66M | Sell |
6,746
-1,301
| -16% | -$512K | 0.6% | 30 |
|
|
2021
Q1 | $2.93M | Sell |
8,047
-570
| -7% | -$208K | 0.71% | 27 |
|
|
2020
Q4 | $2.96M | Sell |
8,617
-1,612
| -16% | -$554K | 0.77% | 26 |
|
|
2020
Q3 | $3.15M | Sell |
10,229
-1,532
| -13% | -$471K | 0.92% | 26 |
|
|
2020
Q2 | $3.33M | Sell |
11,761
-10,131
| -46% | -$2.87M | 1% | 28 |
|
|
2020
Q1 | $5.18M | Buy |
21,892
+21,526
| +5,881% | +$5.1M | 1.68% | 20 |
|
|
2019
Q4 | $108K | Hold |
366
| – | – | 0.03% | 126 |
|
|
2019
Q3 | $100K | Hold |
366
| – | – | 0.03% | 122 |
|
|
2019
Q2 | $99K | Hold |
366
| – | – | 0.03% | 119 |
|
|
2019
Q1 | $95K | Hold |
366
| – | – | 0.03% | 96 |
|
|
2018
Q4 | $84K | Buy |
366
+16
| +5% | +$3.67K | 0.03% | 94 |
|
|
2018
Q3 | $93K | Hold |
350
| – | – | 0.03% | 79 |
|
|
2018
Q2 | $87K | Hold |
350
| – | – | 0.03% | 83 |
|
|
2018
Q1 | $85K | Hold |
350
| – | – | 0.03% | 89 |
|
|
2017
Q4 | $86K | Hold |
350
| – | – | 0.04% | 84 |
|
|
2017
Q3 | $81K | Hold |
350
| – | – | 0.04% | 80 |
|
|
2017
Q2 | $78K | Hold |
350
| – | – | 0.04% | 81 |
|
|
2017
Q1 | $76K | Hold |
350
| – | – | 0.04% | 83 |
|
|
2016
Q4 | $72K | Hold |
350
| – | – | 0.04% | 84 |
|
|
2016
Q3 | $70K | Hold |
350
| – | – | 0.04% | 98 |
|
|
2016
Q2 | $67K | Hold |
350
| – | – | 0.04% | 94 |
|
|
2016
Q1 | $66K | Hold |
350
| – | – | 0.04% | 86 |
|
|
2015
Q4 | $65K | Hold |
350
| – | – | 0.04% | 84 |
|
|
2015
Q3 | $61K | Hold |
350
| – | – | 0.04% | 82 |
|
|
2015
Q2 | $66K | Hold |
350
| – | – | 0.04% | 88 |
|
|
2015
Q1 | $66K | Buy |
+350
| New | +$66K | 0.04% | 82 |
|