Ridgecrest Wealth Partners’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 | $12.3M | Sell |
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|
2025
Q2 | $11.7M | Buy |
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|
2025
Q1 | $8.86M | Buy |
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|
2024
Q4 | $8.14M | Buy |
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|
2024
Q3 | $7.35M | Buy |
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|
2024
Q2 | $6.69M | Buy |
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|
2024
Q1 | $6.32M | Sell |
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|
2023
Q4 | $5.79M | Buy |
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|
2023
Q3 | $5M | Sell |
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|
2023
Q2 | $5.23M | Sell |
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|
2023
Q1 | $5.04M | Buy |
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|
2022
Q4 | $4.69M | Buy |
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|
2022
Q3 | $3.91M | Buy |
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|
2022
Q2 | $4.1M | Buy |
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|
2022
Q1 | $3.51M | Buy |
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|
2021
Q4 | $2.31M | Buy |
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|
2021
Q3 | $1.83M | Buy |
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|
2021
Q2 | $1.5M | Buy |
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|
2021
Q1 | $1.3M | Buy |
|