Roth Financial Partners LLC Vanguard Index Fds S&P 500 ETF Transaction History

Roth Financial Partners LLC

$251 Million
Q4 2024

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 28,126 shares of VOO stock, worth $15.6 Million. This represents 6.03% of its overall portfolio holdings.

Number of Shares

28,126

Previous 27,435 2.52%

Holding current value

$15.6 Million

Previous $14.5 Million 4.68%

% of portfolio

6.03%

Previous 5.9%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$521.84 - $558.82 $360,591 - $386,144	691 Added 2.52%	28,126 $15.2 Million
Q3 2024 Jan 14, 2025	SELL	$475.2 - $527.7 $75,556 - $83,904	-159 Reduced 0.57%	27,967 $14.8 Million
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	$327.64 - $374.54 $708,357 - $809,755	2,162 Added 10.07%	23,634 $0
Q3 2022 Oct 07, 2022	BUY	$328.3 - $395.04 $1.7 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

# of Institutions

3,193

Shares Held

390M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Roth Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roth Financial Partners LLC with notifications on news.

Account

Roth Financial Partners LLC Vanguard Index Fds S&P 500 ETF Transaction History