Rooted Wealth Advisors’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 | $50.7M | Buy |
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|
2025
Q2 | $46.4M | Buy |
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|
2025
Q1 | $36M | Buy |
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|
2024
Q4 | $41.4M | Buy |
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|
2024
Q3 | $39.2M | Buy |
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|
2024
Q2 | $37.9M | Buy |
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|
2024
Q1 | $32.7M | Buy |
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|
2023
Q4 | $30.6M | Buy |
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|
2023
Q3 | $24.4M | Buy |
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|
2023
Q2 | $21.1M | Buy |
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|
2023
Q1 | $3.03M | Buy |
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|
2022
Q4 | $1.54M | Buy |
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