RIS
Retirement Income 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 | $2.44M | Sell |
4,293
-375
| -8% | -$213K | 0.45% | 29 |
|
|
2025
Q1 | $2.4M | Hold |
4,668
| – | – | 0.5% | 27 |
|
|
2024
Q4 | $2.52M | Buy |
4,668
+375
| +9% | +$202K | 0.51% | 26 |
|
|
2024
Q3 | $2.27M | Buy |
4,293
+29
| +0.7% | +$15.3K | 0.52% | 27 |
|
|
2024
Q2 | $2.13M | Sell |
4,264
-232
| -5% | -$116K | 0.52% | 27 |
|
|
2024
Q1 | $2.16M | Buy |
4,496
+351
| +8% | +$169K | 0.49% | 30 |
|
|
2023
Q4 | $1.81M | Sell |
4,145
-34
| -0.8% | -$14.9K | 0.45% | 30 |
|
|
2023
Q3 | $1.64M | Buy |
4,179
+34
| +0.8% | +$13.4K | 0.46% | 31 |
|
|
2023
Q2 | $1.69M | Hold |
4,145
| – | – | 0.45% | 31 |
|
|
2023
Q1 | $1.56M | Buy |
4,145
+1,709
| +70% | +$643K | 0.45% | 31 |
|
|
2022
Q4 | $856K | Sell |
2,436
-322
| -12% | -$113K | 0.27% | 49 |
|
|
2022
Q3 | $919K | Buy |
2,758
+343
| +14% | +$114K | 0.33% | 38 |
|
|
2022
Q2 | $838K | Sell |
2,415
-1,572
| -39% | -$545K | 0.3% | 42 |
|
|
2022
Q1 | $1.66M | Buy |
3,987
+573
| +17% | +$238K | 0.46% | 25 |
|
|
2021
Q4 | $1.49M | Buy |
3,414
+284
| +9% | +$124K | 0.4% | 27 |
|
|
2021
Q3 | $1.23M | Buy |
3,130
+450
| +17% | +$177K | 0.41% | 33 |
|
|
2021
Q2 | $1.06M | Hold |
2,680
| – | – | 0.36% | 35 |
|
|
2021
Q1 | $976K | Hold |
2,680
| – | – | 0.34% | 40 |
|
|
2020
Q4 | $921K | Buy |
2,680
+780
| +41% | +$268K | 0.33% | 38 |
|
|
2020
Q3 | $585K | Sell |
1,900
-687
| -27% | -$212K | 0.26% | 49 |
|
|
2020
Q2 | $733K | Buy |
2,587
+354
| +16% | +$100K | 0.31% | 39 |
|
|
2020
Q1 | $529K | Hold |
2,233
| – | – | 0.3% | 39 |
|
|
2019
Q4 | $661K | Buy |
+2,233
| New | +$661K | 0.28% | 39 |
|