Rockwood Wealth Management’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 | $10.2M | Sell |
17,997
-5,032
| -22% | -$2.86M | 0.9% | 14 |
|
|
2025
Q1 | $11.8M | Buy |
23,029
+4,898
| +27% | +$2.52M | 1.21% | 12 |
|
|
2024
Q4 | $9.81M | Sell |
18,131
-56
| -0.3% | -$30.3K | 1.06% | 12 |
|
|
2024
Q3 | $9.6M | Buy |
18,187
+2,167
| +14% | +$1.14M | 1.06% | 15 |
|
|
2024
Q2 | $8.01M | Buy |
16,020
+354
| +2% | +$177K | 0.98% | 15 |
|
|
2024
Q1 | $7.53M | Sell |
15,666
-215
| -1% | -$103K | 0.97% | 15 |
|
|
2023
Q4 | $6.94M | Sell |
15,881
-165
| -1% | -$72.1K | 1.02% | 15 |
|
|
2023
Q3 | $6.3M | Buy |
16,046
+301
| +2% | +$118K | 1.06% | 15 |
|
|
2023
Q2 | $6.41M | Sell |
15,745
-267
| -2% | -$109K | 1.1% | 15 |
|
|
2023
Q1 | $6.02M | Buy |
16,012
+210
| +1% | +$79K | 1.19% | 15 |
|
|
2022
Q4 | $5.55M | Sell |
15,802
-657
| -4% | -$231K | 1.3% | 15 |
|
|
2022
Q3 | $5.4M | Hold |
16,459
| – | – | 1.73% | 11 |
|
|
2022
Q2 | $5.71M | Buy |
16,459
+2,018
| +14% | +$700K | 2.67% | 5 |
|
|
2022
Q1 | $6M | Buy |
14,441
+8,208
| +132% | +$3.41M | 2.87% | 2 |
|
|
2021
Q4 | $2.72M | Buy |
+6,233
| New | +$2.72M | 1.21% | 5 |
|