ROI Financial Advisors’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 | $552K | Buy |
973
+16
| +2% | +$9.09K | 0.35% | 43 |
|
|
2025
Q1 | $492K | Buy |
957
+75
| +9% | +$38.5K | 0.36% | 43 |
|
|
2024
Q4 | $475K | Sell |
882
-13
| -1% | -$7.01K | 0.32% | 42 |
|
|
2024
Q3 | $472K | Buy |
895
+1
| +0.1% | +$527 | 0.33% | 42 |
|
|
2024
Q2 | $447K | Sell |
894
-5
| -0.6% | -$2.5K | 0.32% | 42 |
|
|
2024
Q1 | $432K | Buy |
899
+5
| +0.6% | +$2.4K | 0.34% | 44 |
|
|
2023
Q4 | $390K | Buy |
+894
| New | +$390K | 0.32% | 50 |
|