RWP
Revolve Wealth Partners’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 | $4M | Sell |
7,046
-1,249
| -15% | -$709K | 0.52% | 36 |
|
2025
Q1 | $4.26M | Buy |
8,295
+3,642
| +78% | +$1.87M | 0.62% | 32 |
|
2024
Q4 | $2.51M | Sell |
4,653
-6
| -0.1% | -$3.23K | 0.36% | 44 |
|
2024
Q3 | $2.46M | Buy |
4,659
+501
| +12% | +$264K | 0.37% | 39 |
|
2024
Q2 | $2.08M | Sell |
4,158
-94
| -2% | -$47K | 0.34% | 47 |
|
2024
Q1 | $2.04M | Buy |
4,252
+101
| +2% | +$48.5K | 0.35% | 50 |
|
2023
Q4 | $1.81M | Sell |
4,151
-80
| -2% | -$34.9K | 0.35% | 51 |
|
2023
Q3 | $1.66M | Sell |
4,231
-317
| -7% | -$124K | 0.38% | 51 |
|
2023
Q2 | $1.85M | Sell |
4,548
-130
| -3% | -$53K | 0.43% | 47 |
|
2023
Q1 | $1.76M | Sell |
4,678
-262
| -5% | -$98.5K | 0.45% | 46 |
|
2022
Q4 | $1.74M | Buy |
4,940
+836
| +20% | +$294K | 0.5% | 43 |
|
2022
Q3 | $1.35M | Sell |
4,104
-387
| -9% | -$127K | 0.45% | 41 |
|
2022
Q2 | $1.56M | Buy |
4,491
+399
| +10% | +$138K | 0.51% | 40 |
|
2022
Q1 | $1.7M | Buy |
4,092
+4
| +0.1% | +$1.66K | 0.49% | 40 |
|
2021
Q4 | $1.79M | Buy |
+4,088
| New | +$1.79M | 0.51% | 41 |
|