RF&L Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.24M | Buy |
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|
2025
Q2 | $4.73M | Buy |
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|
2025
Q1 | $4.18M | Buy |
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|
2024
Q4 | $4.21M | Buy |
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|
2024
Q3 | $3.87M | Buy |
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|
2024
Q2 | $3.66M | Buy |
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|
2024
Q1 | $3.36M | Buy |
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|
2023
Q4 | $2.76M | Buy |
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|
2023
Q3 | $2.2M | Buy |
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|
2023
Q2 | $2.22M | Buy |
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|
2023
Q1 | $1.97M | Buy |
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|
2022
Q4 | $1.75M | Buy |
|