Rockwood Wealth 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
Q3 | $11.3M | Buy |
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|
2025
Q2 | $10.2M | Sell |
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|
2025
Q1 | $11.8M | Buy |
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|
2024
Q4 | $9.81M | Sell |
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|
2024
Q3 | $9.6M | Buy |
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|
2024
Q2 | $8.01M | Buy |
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|
2024
Q1 | $7.53M | Sell |
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|
2023
Q4 | $6.94M | Sell |
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|
2023
Q3 | $6.3M | Buy |
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|
2023
Q2 | $6.41M | Sell |
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|
2023
Q1 | $6.02M | Buy |
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|
2022
Q4 | $5.55M | Sell |
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|
2022
Q3 | $5.4M | Hold |
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|
2022
Q2 | $5.71M | Buy |
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|
2022
Q1 | $6M | Buy |
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|
2021
Q4 | $2.72M | Buy |
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