RLWM
RF&L Wealth Management’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 | $4.73M | Buy |
8,323
+193
| +2% | +$110K | 3.05% | 13 |
|
|
2025
Q1 | $4.18M | Buy |
8,130
+322
| +4% | +$165K | 2.99% | 11 |
|
|
2024
Q4 | $4.21M | Buy |
7,808
+466
| +6% | +$251K | 2.98% | 11 |
|
|
2024
Q3 | $3.87M | Buy |
7,342
+24
| +0.3% | +$12.7K | 2.74% | 14 |
|
|
2024
Q2 | $3.66M | Buy |
7,318
+332
| +5% | +$166K | 2.78% | 13 |
|
|
2024
Q1 | $3.36M | Buy |
6,986
+663
| +10% | +$319K | 2.59% | 14 |
|
|
2023
Q4 | $2.76M | Buy |
6,323
+727
| +13% | +$318K | 2.3% | 15 |
|
|
2023
Q3 | $2.2M | Buy |
5,596
+147
| +3% | +$57.7K | 2.04% | 16 |
|
|
2023
Q2 | $2.22M | Buy |
5,449
+220
| +4% | +$89.6K | 2.03% | 15 |
|
|
2023
Q1 | $1.97M | Buy |
5,229
+240
| +5% | +$90.3K | 1.91% | 15 |
|
|
2022
Q4 | $1.75M | Buy |
+4,989
| New | +$1.75M | 1.81% | 16 |
|