Rolek 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
$47.5M Buy
83,552
+1,596
+2% +$907K 41.05% 2
2025
Q1
$40.5M Buy
81,956
+9,750
+14% +$4.82M 41.92% 2
2024
Q4
$38.9M Buy
+72,206
New +$38.9M 30.49% 2