Roi Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Roi Financial Advisors, LLC

$138 Billion
Q1 2025

A detailed history of Roi Financial Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 957 shares of VOO stock, worth $512,731. This represents 0.36% of its overall portfolio holdings.

Number of Shares

957

Previous 882 8.5%

Holding current value

$512,731

Previous $475 Million 3.42%

% of portfolio

0.36%

Previous 0.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$507.05 - $563.67 $38,028 - $42,275	75 Added 8.5%	957 $492 Million
Q4 2024 Feb 12, 2025	SELL	$521.84 - $558.82 $6,783 - $7,264	-13 Reduced 1.45%	882 $475 Million
Q3 2024 Nov 05, 2024	BUY	$475.2 - $527.7 $475 - $527	1 Added 0.11%	895 $472 Million
Q2 2024 Aug 09, 2024	SELL	$455.1 - $504.28 $2,275 - $2,521	-5 Reduced 0.56%	894 $447 Million
Q1 2024 May 13, 2024	BUY	$429.43 - $481.35 $2,147 - $2,406	5 Added 0.56%	899 $432 Million
Q4 2023 Feb 13, 2024	BUY	$377.32 - $438.19 $337,324 - $391,741	894 New	894 $390 Million

Others Institutions Holding VOO

# of Institutions

3,632

Shares Held

526M

Call Options Held

2.1M

Put Options Held

1.61M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Roi Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History