Rollins 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 | $239K | Sell |
421
-1
| -0.2% | -$568 | 0.04% | 124 |
|
|
2025
Q1 | $217K | Sell |
422
-475
| -53% | -$244K | 0.04% | 120 |
|
|
2024
Q4 | $484K | Sell |
897
-1
| -0.1% | -$539 | 0.08% | 83 |
|
|
2024
Q3 | $474K | Buy |
898
+250
| +39% | +$132K | 0.08% | 79 |
|
|
2024
Q2 | $324K | Buy |
648
+24
| +4% | +$12K | 0.06% | 96 |
|
|
2024
Q1 | $300K | Buy |
+624
| New | +$300K | 0.06% | 94 |
|