LRIA
Leonard Rickey Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
3,388
-46
| -1% | -$26.1K | 0.38% | 30 |
|
|
2025
Q1 | $1.7M | Buy |
3,434
+24
| +0.7% | +$11.9K | 0.37% | 30 |
|
|
2024
Q4 | $1.84M | Buy |
3,410
+50
| +1% | +$26.9K | 0.42% | 27 |
|
|
2024
Q3 | $1.77M | Buy |
3,360
+31
| +0.9% | +$16.4K | 0.4% | 30 |
|
|
2024
Q2 | $1.66M | Sell |
3,329
-289
| -8% | -$145K | 0.4% | 30 |
|
|
2024
Q1 | $1.74M | Buy |
3,618
+203
| +6% | +$97.6K | 0.45% | 28 |
|
|
2023
Q4 | $1.49M | Sell |
3,415
-39
| -1% | -$17K | 0.44% | 28 |
|
|
2023
Q3 | $1.36M | Buy |
3,454
+33
| +1% | +$13K | 0.44% | 28 |
|
|
2023
Q2 | $1.39M | Sell |
3,421
-181
| -5% | -$73.7K | 0.52% | 24 |
|
|
2023
Q1 | $1.35M | Sell |
3,602
-159
| -4% | -$59.8K | 0.53% | 23 |
|
|
2022
Q4 | $1.32M | Buy |
3,761
+65
| +2% | +$22.8K | 0.56% | 22 |
|
|
2022
Q3 | $1.21M | Sell |
3,696
-47
| -1% | -$15.4K | 0.57% | 22 |
|
|
2022
Q2 | $1.3M | Sell |
3,743
-61
| -2% | -$21.2K | 0.57% | 21 |
|
|
2022
Q1 | $1.58M | Sell |
3,804
-49
| -1% | -$20.3K | 0.6% | 22 |
|
|
2021
Q4 | $1.68M | Buy |
3,853
+90
| +2% | +$39.3K | 0.62% | 21 |
|
|
2021
Q3 | $1.48M | Hold |
3,763
| – | – | 0.62% | 21 |
|
|
2021
Q2 | $1.51M | Sell |
3,763
-40
| -1% | -$16K | 0.65% | 20 |
|
|
2021
Q1 | $1.39M | Buy |
3,803
+76
| +2% | +$27.7K | 0.56% | 20 |
|
|
2020
Q4 | $1.28M | Buy |
3,727
+111
| +3% | +$38.2K | 0.58% | 21 |
|
|
2020
Q3 | $1.11M | Buy |
3,616
+698
| +24% | +$215K | 0.7% | 20 |
|
|
2020
Q2 | $827K | Buy |
2,918
+188
| +7% | +$53.3K | 0.54% | 23 |
|
|
2020
Q1 | $647K | Buy |
2,730
+832
| +44% | +$197K | 0.5% | 23 |
|
|
2019
Q4 | $561K | Buy |
1,898
+32
| +2% | +$9.46K | 0.34% | 36 |
|
|
2019
Q3 | $509K | Sell |
1,866
-204
| -10% | -$55.6K | 0.34% | 37 |
|
|
2019
Q2 | $557K | Buy |
+2,070
| New | +$557K | 0.37% | 36 |
|