Rockwood Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Rockwood Wealth Management, LLC

$981 Billion
Q1 2025

A detailed history of Rockwood Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 23,029 shares of VOO stock, worth $11.8 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

23,029

Previous 18,131 27.01%

Holding current value

$11.8 Million

Previous $9.81 Billion 20.66%

% of portfolio

1.21%

Previous 1.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$507.05 - $563.67 $2.48 Million - $2.76 Million	4,898 Added 27.01%	23,029 $11.8 Billion
Q4 2024 Jan 21, 2025	SELL	$521.84 - $558.82 $29,223 - $31,293	-56 Reduced 0.31%	18,131 $9.81 Billion
Q3 2024 Oct 16, 2024	BUY	$475.2 - $527.7 $1.03 Million - $1.14 Million	2,167 Added 13.53%	18,187 $9.6 Billion
Q2 2024 Jul 26, 2024	BUY	$455.1 - $504.28 $161,105 - $178,515	354 Added 2.26%	16,020 $8.01 Billion
Q1 2024 Apr 22, 2024	SELL	$429.43 - $481.35 $92,327 - $103,490	-215 Reduced 1.35%	15,666 $7.53 Billion
Q4 2023 Jan 17, 2024	SELL	$377.32 - $438.19 $62,257 - $72,301	-165 Reduced 1.03%	15,881 $6.94 Billion
Q3 2023 Oct 10, 2023	BUY	$392.7 - $420.68 $118,202 - $126,624	301 Added 1.91%	16,046 $6.3 Billion
Q2 2023 Jul 20, 2023	SELL	$371.44 - $407.28 $99,174 - $108,743	-267 Reduced 1.67%	15,745 $6.41 Billion
Q1 2023 Jul 20, 2023	BUY	$348.66 - $382.94 $73,218 - $80,417	210 Added 1.33%	16,012 $6.02 Billion
Q4 2022 Jul 20, 2023	SELL	$327.64 - $374.54 $215,259 - $246,072	-657 Reduced 3.99%	15,802 $5.55 Billion
Q2 2022 Jul 20, 2023	BUY	$337.07 - $419.85 $680,207 - $847,257	2,018 Added 13.97%	16,459 $5.71 Billion
Q1 2022 Jul 20, 2023	BUY	$382.7 - $439.25 $3.14 Million - $3.61 Million	8,208 Added 131.69%	14,441 $6 Billion
Q4 2021 Jul 20, 2023	BUY	$394.21 - $439.01 $2.46 Million - $2.74 Million	6,233 New	6,233 $2.72 Billion

Others Institutions Holding VOO

# of Institutions

3,556

Shares Held

475M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Rockwood Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History