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Francois Rochon

Giverny Capital

Francois Rochon Vanguard S&P 500 ETF stake

total: 126

Giverny Capital VOO trades

Total transactions:
4
New positions:
2
Sold out:
2
Held since:
2024 Q4
Held for:
1 quarter
Latest activity:
2025 Q1
According to 2026 Q2 report, Francois Rochon doesn't hold any Vanguard S&P 500 ETF (VOO) shares. To date, the estimated cost basis is nearly $538.81 for "buy" trades and estimated average "sell" price is $538.81. Giverny Capital first purchased VOO in 2022 Q4, initially acquiring 6,900 shares. Francois Rochon later completely sold out the position and invested in Vanguard S&P 500 ETF again in 2024 Q4. Since the initial investment in Vanguard S&P 500 ETF (VOO), Giverny Capital has made 3 more transactions.

When did Francois Rochon sell Vanguard S&P 500 ETF (VOO)?

Francois Rochon sold off the entire Vanguard S&P 500 ETF (VOO) position in 2025 Q1.

When did Francois Rochon buy Vanguard S&P 500 ETF (VOO)?

Francois Rochon first invested in Vanguard S&P 500 ETF (VOO) in 2022 Q4 at the reported quarter-end price of $351.34 per share.

What's the cost basis of Giverny Capital's VOO stake?

The estimated cost basis for Vanguard S&P 500 ETF (VOO) stake is around $538.81 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$538.81
Weighted AVG sell price:
$538.81

Francois Rochon's historical trades in Vanguard S&P 500 ETF

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2025 Q1
0.00%
0
$538.81
-100% (-584)
-0.01%
2024 Q4
0.01%
584
$538.81
$314,665
new
+0.01%
2023 Q1
0.00%
0
$351.34
-100% (-6,900)
-0.15%
2022 Q4
0.15%
6,900
$351.34
$2,424,246
new
+0.15%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.