Rooted Wealth 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 | $46.4M | Buy |
80,943
+3,512
| +5% | +$2.01M | 16.04% | 1 |
|
|
2025
Q1 | $36M | Buy |
77,431
+991
| +1% | +$461K | 15.53% | 1 |
|
|
2024
Q4 | $41.4M | Buy |
76,440
+1,281
| +2% | +$694K | 16.18% | 1 |
|
|
2024
Q3 | $39.2M | Buy |
75,159
+531
| +0.7% | +$277K | 17.5% | 1 |
|
|
2024
Q2 | $37.9M | Buy |
74,628
+6,046
| +9% | +$3.07M | 16.73% | 1 |
|
|
2024
Q1 | $32.7M | Buy |
68,582
+1,242
| +2% | +$592K | 16.12% | 1 |
|
|
2023
Q4 | $30.6M | Buy |
67,340
+8,509
| +14% | +$3.86M | 15.99% | 1 |
|
|
2023
Q3 | $24.4M | Buy |
58,831
+7,072
| +14% | +$2.93M | 15.01% | 1 |
|
|
2023
Q2 | $21.1M | Buy |
51,759
+43,756
| +547% | +$17.8M | 14.21% | 1 |
|
|
2023
Q1 | $3.03M | Buy |
8,003
+3,613
| +82% | +$1.37M | 2.25% | 9 |
|
|
2022
Q4 | $1.54M | Buy |
+4,390
| New | +$1.54M | 1.29% | 25 |
|