RI
Ridgewood Investments’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 | $4.08M | Buy |
7,192
+135
| +2% | +$76.7K | 1.76% | 4 |
|
|
2025
Q1 | $3.63M | Sell |
7,057
-298
| -4% | -$153K | 1.69% | 5 |
|
|
2024
Q4 | $3.96M | Sell |
7,355
-66
| -0.9% | -$35.6K | 1.91% | 4 |
|
|
2024
Q3 | $3.92M | Sell |
7,421
-33
| -0.4% | -$17.4K | 1.96% | 4 |
|
|
2024
Q2 | $3.73M | Sell |
7,454
-127
| -2% | -$63.5K | 1.86% | 4 |
|
|
2024
Q1 | $3.64M | Buy |
7,581
+88
| +1% | +$42.3K | 1.93% | 5 |
|
|
2023
Q4 | $3.27M | Sell |
7,493
-190
| -2% | -$83K | 1.94% | 4 |
|
|
2023
Q3 | $3.02M | Sell |
7,683
-68
| -0.9% | -$26.7K | 1.98% | 5 |
|
|
2023
Q2 | $3.16M | Sell |
7,751
-461
| -6% | -$188K | 1.79% | 4 |
|
|
2023
Q1 | $3.09M | Buy |
8,212
+437
| +6% | +$164K | 1.89% | 3 |
|
|
2022
Q4 | $2.73M | Sell |
7,775
-608
| -7% | -$214K | 1.94% | 4 |
|
|
2022
Q3 | $2.75M | Buy |
8,383
+135
| +2% | +$44.3K | 2.29% | 2 |
|
|
2022
Q2 | $2.86M | Sell |
8,248
-706
| -8% | -$245K | 2.25% | 2 |
|
|
2022
Q1 | $3.72M | Buy |
8,954
+213
| +2% | +$88.4K | 2.44% | 2 |
|
|
2021
Q4 | $3.82M | Buy |
8,741
+225
| +3% | +$98.2K | 2.42% | 2 |
|
|
2021
Q3 | $3.36M | Buy |
8,516
+323
| +4% | +$127K | 2.28% | 3 |
|
|
2021
Q2 | $3.22M | Sell |
8,193
-62
| -0.8% | -$24.4K | 2.07% | 3 |
|
|
2021
Q1 | $3.01M | Buy |
8,255
+3,158
| +62% | +$1.15M | 1.84% | 4 |
|
|
2020
Q4 | $1.57M | Hold |
5,097
| – | – | 1.24% | 13 |
|
|
2020
Q3 | $1.57M | Buy |
5,097
+1,854
| +57% | +$570K | 1.23% | 13 |
|
|
2020
Q2 | $919K | Buy |
+3,243
| New | +$919K | 0.76% | 32 |
|