R.M. Davis Inc’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.95M | Buy |
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|
2025
Q2 | $4.06M | Buy |
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|
2025
Q1 | $3.47M | Buy |
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|
2024
Q4 | $3.16M | Buy |
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|
2024
Q3 | $2.71M | Sell |
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|
2024
Q2 | $2.96M | Buy |
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|
2024
Q1 | $1.95M | Sell |
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|
2023
Q4 | $1.84M | Buy |
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|
2023
Q3 | $1.39M | Buy |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.36M | Buy |
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|
2022
Q4 | $1.05M | Buy |
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|
2022
Q3 | $907K | Hold |
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|
2022
Q2 | $959K | Sell |
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|
2022
Q1 | $1.24M | Sell |
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|
2021
Q4 | $1.48M | Sell |
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|
2021
Q3 | $1.35M | Buy |
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|
2021
Q2 | $1.19M | Sell |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $1.06M | Sell |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $1.1M | Sell |
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|
2020
Q1 | $1.09M | Buy |
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|
2019
Q4 | $701K | Sell |
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|
2019
Q3 | $666K | Hold |
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|
2019
Q2 | $657K | Buy |
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|
2019
Q1 | $604K | Sell |
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|
2018
Q4 | $583K | Sell |
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|
2018
Q3 | $789K | Buy |
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|
2018
Q2 | $697K | Buy |
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|
2018
Q1 | $471K | Buy |
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|
2017
Q4 | $477K | Hold |
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|
2017
Q3 | $448K | Hold |
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|
2017
Q2 | $431K | Buy |
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|
2017
Q1 | $395K | Buy |
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