RFS
Retirement Financial Solutions’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 | $1.79M | Buy |
3,149
+3
| +0.1% | +$1.7K | 1.11% | 15 |
|
|
2025
Q1 | $1.62M | Sell |
3,146
-170
| -5% | -$87.4K | 0.98% | 16 |
|
|
2024
Q4 | $1.79M | Buy |
3,316
+19
| +0.6% | +$10.2K | 0.96% | 15 |
|
|
2024
Q3 | $1.74M | Buy |
3,297
+86
| +3% | +$45.4K | 0.76% | 18 |
|
|
2024
Q2 | $1.61M | Sell |
3,211
-7
| -0.2% | -$3.5K | 0.76% | 18 |
|
|
2024
Q1 | $1.55M | Sell |
3,218
-251
| -7% | -$121K | 0.8% | 18 |
|
|
2023
Q4 | $1.52M | Buy |
3,469
+292
| +9% | +$128K | 0.86% | 18 |
|
|
2023
Q3 | $1.25M | Buy |
+3,177
| New | +$1.25M | 0.84% | 16 |
|
|
2023
Q1 | – | Sell |
-10
| Closed | -$3.51K | – | 251 |
|
|
2022
Q4 | $3.51K | Buy |
+10
| New | +$3.51K | ﹤0.01% | 188 |
|