A detailed history of Roth Financial Partners LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Roth Financial Partners LLC holds 27,435 shares of VOO stock, worth $14 Million. This represents 5.92% of its overall portfolio holdings.

Number of Shares
27,435
Previous 25,239 8.7%
Holding current value
$14 Million
Previous $12.1 Million 13.1%
% of portfolio
5.92%
Previous 5.37%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 03, 2024

BUY
$455.1 - $504.28 $999,399 - $1.11 Million
2,196 Added 8.7%
27,435 $13.7 Million
Q1 2024

Apr 12, 2024

BUY
$429.43 - $481.35 $109,934 - $123,225
256 Added 1.02%
25,239 $12.1 Million
Q4 2023

Jan 31, 2024

SELL
$377.32 - $438.19 $58,861 - $68,357
-156 Reduced 0.62%
24,983 $10.9 Million
Q3 2023

Oct 10, 2023

BUY
$392.7 - $420.68 $170,824 - $182,995
435 Added 1.76%
25,139 $9.87 Million
Q2 2023

Jul 14, 2023

BUY
$371.44 - $407.28 $150,433 - $164,948
405 Added 1.67%
24,704 $10.1 Million
Q1 2023

Apr 05, 2023

BUY
$348.66 - $382.94 $231,858 - $254,655
665 Added 2.81%
24,299 $9.14 Million
Q4 2022

Jan 19, 2023

BUY
$343.59 - $374.54 $742,841 - $809,755
2,162 Added 10.07%
23,634 $0
Q3 2022

Oct 07, 2022

BUY
$339.63 - $395.04 $1.76 Million - $2.04 Million
5,171 Added 31.72%
21,472 $7.05 Million
Q2 2022

Jul 11, 2022

BUY
$337.07 - $419.85 $403,135 - $502,140
1,196 Added 7.92%
16,301 $5.65 Million
Q1 2022

Apr 14, 2022

BUY
$382.7 - $439.25 $292,765 - $336,026
765 Added 5.33%
15,105 $6.27 Million
Q4 2021

Jan 18, 2022

BUY
$394.21 - $439.01 $28,777 - $32,047
73 Added 0.51%
14,340 $6.26 Million
Q3 2021

Oct 19, 2021

BUY
$390.68 - $416.73 $116,031 - $123,768
297 Added 2.13%
14,267 $5.63 Million
Q2 2021

Jul 09, 2021

BUY
$368.16 - $394.32 $440,319 - $471,606
1,196 Added 9.36%
13,970 $5.5 Million
Q1 2021

Apr 16, 2021

BUY
$339.03 - $365.24 $4.33 Million - $4.67 Million
12,774 New
12,774 $4.65 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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