RGT Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1M | Buy |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.02M | Hold |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $704K | Hold |
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|
2021
Q2 | $702K | Hold |
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|
2021
Q1 | $650K | Hold |
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|
2020
Q4 | $613K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $687K | Hold |
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|
2017
Q4 | $696K | Hold |
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|
2017
Q3 | $655K | Hold |
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|
2017
Q2 | $630K | Sell |
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|
2017
Q1 | $765K | Sell |
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|
2016
Q4 | $890K | Buy |
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|
2016
Q3 | $702K | Buy |
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