Roth Financial Partners’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 | $19.7M | Sell |
|
|||||
|
2025
Q2 | $18.4M | Buy |
|
|||||
|
2025
Q1 | $14.3M | Sell |
|
|||||
|
2024
Q4 | $15.2M | Buy |
|
|||||
|
2024
Q3 | $14.8M | Buy |
|
|||||
|
2024
Q2 | $13.7M | Buy |
|
|||||
|
2024
Q1 | $12.1M | Buy |
|
|||||
|
2023
Q4 | $10.9M | Sell |
|
|||||
|
2023
Q3 | $9.87M | Buy |
|
|||||
|
2023
Q2 | $10.1M | Buy |
|
|||||
|
2023
Q1 | $9.14M | Buy |
|
|||||
|
2022
Q4 | $8.3M | Buy |
|
|||||
|
2022
Q3 | $7.05M | Buy |
|
|||||
|
2022
Q2 | $5.65M | Buy |
|
|||||
|
2022
Q1 | $6.27M | Buy |
|
|||||
|
2021
Q4 | $6.26M | Buy |
|
|||||
|
2021
Q3 | $5.63M | Buy |
|
|||||
|
2021
Q2 | $5.5M | Buy |
|
|||||
|
2021
Q1 | $4.65M | Buy |
|