RZH
Relyea Zuckerberg Hanson’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 | $9.78M | Buy |
17,211
+3,064
| +22% | +$1.74M | 1.15% | 18 |
|
|
2025
Q1 | $7.27M | Buy |
14,147
+201
| +1% | +$103K | 0.98% | 21 |
|
|
2024
Q4 | $7.51M | Buy |
13,946
+950
| +7% | +$512K | 1.01% | 21 |
|
|
2024
Q3 | $6.86M | Sell |
12,996
-81
| -0.6% | -$42.7K | 1.04% | 20 |
|
|
2024
Q2 | $6.54M | Buy |
13,077
+887
| +7% | +$444K | 1.1% | 18 |
|
|
2024
Q1 | $5.86M | Buy |
12,190
+728
| +6% | +$350K | 1.03% | 18 |
|
|
2023
Q4 | $5.01M | Buy |
11,462
+1,404
| +14% | +$613K | 0.98% | 19 |
|
|
2023
Q3 | $3.95M | Buy |
10,058
+1,238
| +14% | +$486K | 0.9% | 21 |
|
|
2023
Q2 | $3.59M | Buy |
8,820
+3,757
| +74% | +$1.53M | 0.81% | 23 |
|
|
2023
Q1 | $1.9M | Buy |
5,063
+433
| +9% | +$163K | 0.46% | 39 |
|
|
2022
Q4 | $1.63M | Sell |
4,630
-832
| -15% | -$292K | 0.46% | 34 |
|
|
2022
Q3 | $1.79M | Sell |
5,462
-3,032
| -36% | -$995K | 0.65% | 29 |
|
|
2022
Q2 | $2.95M | Buy |
8,494
+3,133
| +58% | +$1.09M | 1.1% | 20 |
|
|
2022
Q1 | $2.19M | Sell |
5,361
-458
| -8% | -$187K | 0.72% | 22 |
|
|
2021
Q4 | $2.34M | Buy |
5,819
+3,276
| +129% | +$1.32M | 0.85% | 21 |
|
|
2021
Q3 | $1M | Buy |
2,543
+3
| +0.1% | +$1.18K | 0.39% | 44 |
|
|
2021
Q2 | $1M | Hold |
2,540
| – | – | 0.41% | 40 |
|
|
2021
Q1 | $975K | Buy |
2,540
+136
| +6% | +$52.2K | 0.43% | 39 |
|
|
2020
Q4 | $826K | Buy |
2,404
+4
| +0.2% | +$1.37K | 0.44% | 42 |
|
|
2020
Q3 | $766K | Buy |
2,400
+7
| +0.3% | +$2.23K | 0.49% | 40 |
|
|
2020
Q2 | $678K | Buy |
2,393
+63
| +3% | +$17.9K | 0.54% | 39 |
|
|
2020
Q1 | $552K | Sell |
2,330
-119
| -5% | -$28.2K | 0.6% | 40 |
|
|
2019
Q4 | $724K | Buy |
+2,449
| New | +$724K | 0.7% | 36 |
|