Rockbridge Investment Management’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 | $6.29M | Buy |
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|
2025
Q1 | $5.39M | Sell |
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|
2024
Q4 | $5.66M | Sell |
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|
2024
Q3 | $5.59M | Buy |
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|
2024
Q2 | $5M | Sell |
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|
2024
Q1 | $4.85M | Buy |
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|
2023
Q4 | $4.37M | Buy |
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|
2023
Q3 | $3.87M | Buy |
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|
2023
Q2 | $3.9M | Sell |
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|
2023
Q1 | $3.61M | Sell |
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|
2022
Q4 | $3.39M | Sell |
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|
2022
Q3 | $3.26M | Sell |
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|
2022
Q2 | $3.62M | Sell |
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|
2022
Q1 | $16.3M | Sell |
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|
2021
Q4 | $17.8M | Buy |
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|
2021
Q3 | $15.9M | Sell |
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|
2021
Q2 | $15.9M | Buy |
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|
2021
Q1 | $13.9M | Buy |
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|
2020
Q4 | $12.9M | Buy |
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|
2020
Q3 | $10M | Sell |
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|
2020
Q2 | $9.45M | Buy |
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