RS
Retirement Solution’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 | $1.24M | Buy |
2,191
+560
| +34% | +$318K | 0.32% | 15 |
|
|
2025
Q1 | $838K | Buy |
1,631
+388
| +31% | +$199K | 0.23% | 20 |
|
|
2024
Q4 | $670K | Sell |
1,243
-103
| -8% | -$55.5K | 0.18% | 23 |
|
|
2024
Q3 | $710K | Buy |
+1,346
| New | +$710K | 0.17% | 28 |
|
|
2023
Q2 | – | Sell |
-938
| Closed | -$353K | – | 45 |
|
|
2023
Q1 | $353K | Buy |
+938
| New | +$353K | 0.12% | 30 |
|
|
2022
Q4 | – | Sell |
-1,530
| Closed | -$502K | – | 35 |
|
|
2022
Q3 | $502K | Buy |
1,530
+1
| +0.1% | +$328 | 0.27% | 20 |
|
|
2022
Q2 | $530K | Buy |
1,529
+853
| +126% | +$296K | 0.29% | 19 |
|
|
2022
Q1 | $280K | Sell |
676
-498
| -42% | -$206K | 0.12% | 32 |
|
|
2021
Q4 | $513K | Buy |
1,174
+114
| +11% | +$49.8K | 0.22% | 25 |
|
|
2021
Q3 | $418K | Buy |
1,060
+241
| +29% | +$95K | 0.19% | 30 |
|
|
2021
Q2 | $322K | Sell |
819
-227
| -22% | -$89.2K | 0.15% | 34 |
|
|
2021
Q1 | $381K | Buy |
1,046
+1
| +0.1% | +$364 | 0.23% | 29 |
|
|
2020
Q4 | $359K | Buy |
+1,045
| New | +$359K | 0.24% | 29 |
|