Rowlandmiller & 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 | $136K | Hold |
238
| – | – | 0.03% | 167 |
|
2025
Q1 | $123K | Buy |
238
+3
| +1% | +$1.55K | 0.03% | 171 |
|
2024
Q4 | $127K | Hold |
235
| – | – | 0.03% | 168 |
|
2024
Q3 | $124K | Hold |
235
| – | – | 0.03% | 166 |
|
2024
Q2 | $118K | Sell |
235
-21
| -8% | -$10.5K | 0.03% | 164 |
|
2024
Q1 | $123K | Sell |
256
-12
| -4% | -$5.77K | 0.03% | 167 |
|
2023
Q4 | $117K | Buy |
268
+1
| +0.4% | +$437 | 0.03% | 167 |
|
2023
Q3 | $105K | Sell |
267
-82
| -23% | -$32.3K | 0.03% | 170 |
|
2023
Q2 | $142K | Hold |
349
| – | – | 0.03% | 157 |
|
2023
Q1 | $131K | Buy |
349
+3
| +0.9% | +$1.13K | 0.03% | 164 |
|
2022
Q4 | $121K | Buy |
346
+1
| +0.3% | +$350 | 0.03% | 168 |
|
2022
Q3 | $114K | Buy |
+345
| New | +$114K | 0.03% | 166 |
|