RDWM
Red Door Wealth Management’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 | $17.6M | Buy |
31,037
+15,852
| +104% | +$9M | 2.1% | 9 |
|
|
2025
Q1 | $7.8M | Buy |
15,185
+8,581
| +130% | +$4.41M | 1.15% | 25 |
|
|
2024
Q4 | $3.56M | Buy |
6,604
+3,061
| +86% | +$1.65M | 0.54% | 50 |
|
|
2024
Q3 | $1.87M | Buy |
3,543
+1,176
| +50% | +$621K | 0.31% | 67 |
|
|
2024
Q2 | $1.18M | Sell |
2,367
-118
| -5% | -$59K | 0.21% | 74 |
|
|
2024
Q1 | $1.19M | Sell |
2,485
-809
| -25% | -$389K | 0.23% | 73 |
|
|
2023
Q4 | $1.44M | Buy |
3,294
+1,048
| +47% | +$458K | 0.31% | 63 |
|
|
2023
Q3 | $882K | Sell |
2,246
-30
| -1% | -$11.8K | 0.22% | 74 |
|
|
2023
Q2 | $927K | Sell |
2,276
-39
| -2% | -$15.9K | 0.21% | 82 |
|
|
2023
Q1 | $871K | Sell |
2,315
-22
| -0.9% | -$8.27K | 0.27% | 70 |
|
|
2022
Q4 | $821K | Sell |
2,337
-53
| -2% | -$18.6K | 0.27% | 75 |
|
|
2022
Q3 | $784K | Buy |
2,390
+653
| +38% | +$214K | 0.3% | 70 |
|
|
2022
Q2 | $602K | Buy |
1,737
+211
| +14% | +$73.1K | 0.22% | 79 |
|
|
2022
Q1 | $633K | Buy |
1,526
+43
| +3% | +$17.8K | 0.21% | 78 |
|
|
2021
Q4 | $647K | Buy |
1,483
+4
| +0.3% | +$1.75K | 0.21% | 85 |
|
|
2021
Q3 | $583K | Buy |
1,479
+51
| +4% | +$20.1K | 0.22% | 87 |
|
|
2021
Q2 | $561K | Buy |
1,428
+12
| +0.8% | +$4.71K | 0.22% | 82 |
|
|
2021
Q1 | $516K | Hold |
1,416
| – | – | 0.26% | 77 |
|
|
2020
Q4 | $487K | Sell |
1,416
-72
| -5% | -$24.8K | 0.29% | 71 |
|
|
2020
Q3 | $459K | Hold |
1,488
| – | – | 0.34% | 72 |
|
|
2020
Q2 | $421K | Hold |
1,488
| – | – | 0.31% | 70 |
|
|
2020
Q1 | $352K | Sell |
1,488
-9
| -0.6% | -$2.13K | 0.33% | 67 |
|
|
2019
Q4 | $450K | Buy |
+1,497
| New | +$450K | 0.4% | 61 |
|