RZH
Relyea Zuckerberg Hanson’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.62M | Sell |
50,973
-4,478
| -8% | -$845K | 1.13% | 19 |
|
|
2025
Q1 | $10.2M | Sell |
55,451
-1,256
| -2% | -$231K | 1.38% | 13 |
|
|
2024
Q4 | $10.5M | Sell |
56,707
-989
| -2% | -$182K | 1.41% | 12 |
|
|
2024
Q3 | $11M | Buy |
57,696
+39
| +0.1% | +$7.44K | 1.67% | 10 |
|
|
2024
Q2 | $10.1M | Buy |
57,657
+27
| +0% | +$4.75K | 1.7% | 10 |
|
|
2024
Q1 | $10.4M | Sell |
57,630
-71
| -0.1% | -$12.8K | 1.82% | 9 |
|
|
2023
Q4 | $9.69M | Sell |
57,701
-3,455
| -6% | -$580K | 1.89% | 9 |
|
|
2023
Q3 | $9.09M | Buy |
61,156
+1,565
| +3% | +$233K | 2.07% | 9 |
|
|
2023
Q2 | $9.28M | Buy |
59,591
+4,814
| +9% | +$750K | 2.08% | 9 |
|
|
2023
Q1 | $8.04M | Buy |
54,777
+292
| +0.5% | +$42.8K | 1.96% | 10 |
|
|
2022
Q4 | $7.63M | Buy |
54,485
+1,481
| +3% | +$207K | 2.18% | 9 |
|
|
2022
Q3 | $6.58M | Buy |
53,004
+895
| +2% | +$111K | 2.38% | 8 |
|
|
2022
Q2 | $6.92M | Buy |
52,109
+1,538
| +3% | +$204K | 2.58% | 6 |
|
|
2022
Q1 | $7.64M | Buy |
50,571
+4,807
| +11% | +$726K | 2.5% | 8 |
|
|
2021
Q4 | $6.72M | Buy |
45,764
+1,330
| +3% | +$195K | 2.44% | 7 |
|
|
2021
Q3 | $6.25M | Buy |
44,434
+350
| +0.8% | +$49.2K | 2.43% | 10 |
|
|
2021
Q2 | $6.29M | Buy |
44,084
+291
| +0.7% | +$41.5K | 2.58% | 7 |
|
|
2021
Q1 | $6.18M | Buy |
43,793
+1,193
| +3% | +$168K | 2.73% | 6 |
|
|
2020
Q4 | $5.27M | Sell |
42,600
-43
| -0.1% | -$5.32K | 2.83% | 8 |
|
|
2020
Q3 | $4.8M | Buy |
42,643
+853
| +2% | +$96K | 3.09% | 8 |
|
|
2020
Q2 | $4.37M | Buy |
41,790
+2,715
| +7% | +$284K | 3.48% | 6 |
|
|
2020
Q1 | $3.65M | Buy |
+39,075
| New | +$3.65M | 3.99% | 4 |
|