Rothschild Capital Partners’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 | $772K | Sell |
1,359
-69
| -5% | -$39.2K | 0.2% | 33 |
|
|
2025
Q1 | $734K | Buy |
1,428
+253
| +22% | +$130K | 0.19% | 36 |
|
|
2024
Q4 | $633K | Sell |
1,175
-79
| -6% | -$42.6K | 0.15% | 37 |
|
|
2024
Q3 | $662K | Sell |
1,254
-27
| -2% | -$14.2K | 0.18% | 32 |
|
|
2024
Q2 | $641K | Buy |
1,281
+448
| +54% | +$224K | 0.18% | 31 |
|
|
2024
Q1 | $400K | Sell |
833
-240
| -22% | -$115K | 0.12% | 33 |
|
|
2023
Q4 | $469K | Buy |
+1,073
| New | +$469K | 0.15% | 31 |
|