Rothschild & Co Wealth Management (UK)’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
Q2 | – | Sell |
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|
2025
Q1 | $528K | Hold |
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|
2024
Q4 | $554K | Hold |
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|
2024
Q3 | $542K | Sell |
|
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|
2024
Q2 | $788K | Hold |
|
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|
2024
Q1 | $757K | Hold |
|
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|
2023
Q4 | $688K | Hold |
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|
2023
Q3 | $619K | Hold |
|
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|
2023
Q2 | $641K | Hold |
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|
2023
Q1 | $592K | Hold |
|
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|
2022
Q4 | $553K | Hold |
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|
2022
Q3 | $517K | Hold |
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|
2022
Q2 | $546K | Hold |
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|
2022
Q1 | $654K | Hold |
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|
2021
Q4 | $688K | Sell |
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|
2021
Q3 | $722K | Hold |
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|
2021
Q2 | $720K | Buy |
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|
2021
Q1 | $609K | Buy |
|