RA
Rational 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 | $22.4M | Sell |
39,499
-1,334
| -3% | -$758K | 2.22% | 14 |
|
|
2025
Q1 | $21M | Sell |
40,833
-275
| -0.7% | -$141K | 2.12% | 13 |
|
|
2024
Q4 | $22.1M | Buy |
41,108
+3,295
| +9% | +$1.78M | 2.17% | 14 |
|
|
2024
Q3 | $20M | Sell |
37,813
-789
| -2% | -$416K | 1.92% | 14 |
|
|
2024
Q2 | $19.3M | Sell |
38,602
-3,883
| -9% | -$1.94M | 1.88% | 15 |
|
|
2024
Q1 | $20.4M | Sell |
42,485
-6,543
| -13% | -$3.15M | 1.89% | 16 |
|
|
2023
Q4 | $21.4M | Sell |
49,028
-5,012
| -9% | -$2.19M | 2.18% | 15 |
|
|
2023
Q3 | $21.2M | Sell |
54,040
-7,421
| -12% | -$2.91M | 1.92% | 16 |
|
|
2023
Q2 | $25M | Sell |
61,461
-3,869
| -6% | -$1.58M | 2.07% | 15 |
|
|
2023
Q1 | $24.6M | Sell |
65,330
-3,125
| -5% | -$1.18M | 2.01% | 17 |
|
|
2022
Q4 | $24.1M | Sell |
68,455
-10,477
| -13% | -$3.68M | 1.99% | 16 |
|
|
2022
Q3 | $25.9M | Sell |
78,932
-2,304
| -3% | -$756K | 2.04% | 17 |
|
|
2022
Q2 | $28.2M | Sell |
81,236
-7,615
| -9% | -$2.64M | 2.03% | 17 |
|
|
2022
Q1 | $36.9M | Buy |
88,851
+9,630
| +12% | +$4M | 2.18% | 15 |
|
|
2021
Q4 | $34.6M | Buy |
79,221
+14,716
| +23% | +$6.42M | 2.12% | 14 |
|
|
2021
Q3 | $25.4M | Buy |
64,505
+25,481
| +65% | +$10M | 1.99% | 15 |
|
|
2021
Q2 | $15.4M | Buy |
39,024
+16,554
| +74% | +$6.51M | 1.81% | 15 |
|
|
2021
Q1 | $8.19M | Buy |
22,470
+10,569
| +89% | +$3.85M | 1.51% | 14 |
|
|
2020
Q4 | $4.09M | Buy |
11,901
+8,031
| +208% | +$2.76M | 1.1% | 22 |
|
|
2020
Q3 | $1.19M | Buy |
3,870
+1,806
| +88% | +$556K | 0.51% | 67 |
|
|
2020
Q2 | $585K | Buy |
2,064
+419
| +25% | +$119K | 0.3% | 106 |
|
|
2020
Q1 | $390K | Buy |
+1,645
| New | +$390K | 0.28% | 102 |
|
|
2019
Q1 | – | Sell |
-816
| Closed | -$188K | – | 573 |
|
|
2018
Q4 | $188K | Buy |
816
+21
| +3% | +$4.84K | 0.06% | 194 |
|
|
2018
Q3 | $212K | Buy |
795
+212
| +36% | +$56.5K | 0.05% | 193 |
|
|
2018
Q2 | $145K | Buy |
583
+283
| +94% | +$70.4K | 0.07% | 215 |
|
|
2018
Q1 | $73K | Buy |
+300
| New | +$73K | 0.03% | 270 |
|