RWP
Reliant Wealth Planning’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 | $6.26M | Sell |
11,022
-301
| -3% | -$171K | 2.44% | 8 |
|
|
2025
Q1 | $5.82M | Sell |
11,323
-786
| -6% | -$404K | 2.65% | 7 |
|
|
2024
Q4 | $6.52M | Sell |
12,109
-526
| -4% | -$283K | 3.06% | 7 |
|
|
2024
Q3 | $6.67M | Sell |
12,635
-2,674
| -17% | -$1.41M | 2.89% | 5 |
|
|
2024
Q2 | $7.66M | Sell |
15,309
-3,937
| -20% | -$1.97M | 3.53% | 5 |
|
|
2024
Q1 | $9.25M | Sell |
19,246
-42,933
| -69% | -$20.6M | 4.43% | 5 |
|
|
2023
Q4 | $27.2M | Sell |
62,179
-45,932
| -42% | -$20.1M | 13.19% | 4 |
|
|
2023
Q3 | $42.5M | Sell |
108,111
-4,078
| -4% | -$1.6M | 22.52% | 2 |
|
|
2023
Q2 | $45.7M | Sell |
112,189
-3,256
| -3% | -$1.33M | 27.57% | 2 |
|
|
2023
Q1 | $43.4M | Buy |
115,445
+702
| +0.6% | +$264K | 26.92% | 2 |
|
|
2022
Q4 | $40.3M | Buy |
114,743
+537
| +0.5% | +$189K | 24.46% | 2 |
|
|
2022
Q3 | $37.5M | Buy |
114,206
+1,658
| +1% | +$544K | 15.92% | 2 |
|
|
2022
Q2 | $39M | Sell |
112,548
-177
| -0.2% | -$61.4K | 16.39% | 2 |
|
|
2022
Q1 | $46.8M | Buy |
112,725
+4,126
| +4% | +$1.71M | 23.13% | 2 |
|
|
2021
Q4 | $47.4M | Sell |
108,599
-38
| -0% | -$16.6K | 23.06% | 2 |
|
|
2021
Q3 | $42.8M | Buy |
108,637
+711
| +0.7% | +$280K | 22.71% | 2 |
|
|
2021
Q2 | $42.5M | Buy |
107,926
+1,496
| +1% | +$589K | 22.7% | 2 |
|
|
2021
Q1 | $38.8M | Buy |
106,430
+1,978
| +2% | +$721K | 22.48% | 2 |
|
|
2020
Q4 | $35.9M | Sell |
104,452
-168
| -0.2% | -$57.7K | 21.41% | 2 |
|
|
2020
Q3 | $32.2M | Buy |
104,620
+1,453
| +1% | +$447K | 21.01% | 2 |
|
|
2020
Q2 | $29.2M | Buy |
103,167
+533
| +0.5% | +$151K | 18.15% | 2 |
|
|
2020
Q1 | $24.3M | Buy |
102,634
+792
| +0.8% | +$188K | 12.68% | 5 |
|
|
2019
Q4 | $30.1M | Buy |
+101,842
| New | +$30.1M | 15.1% | 4 |
|