Roman Butler Fullerton & Co’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
Q1 | – | Sell |
-457
| Closed | -$252K | – | 250 |
|
|
2024
Q4 | $252K | Sell |
457
-102
| -18% | -$56.2K | 0.08% | 201 |
|
|
2024
Q3 | $298K | Buy |
+559
| New | +$298K | 0.09% | 193 |
|
|
2024
Q2 | – | Sell |
-723
| Closed | -$312K | – | 240 |
|
|
2024
Q1 | $312K | Sell |
723
-684
| -49% | -$295K | 0.12% | 164 |
|
|
2023
Q4 | $631K | Buy |
+1,407
| New | +$631K | 0.25% | 98 |
|
|
2023
Q2 | – | Sell |
-626
| Closed | -$234K | – | 202 |
|
|
2023
Q1 | $234K | Buy |
+626
| New | +$234K | 0.12% | 173 |
|