RWM
Ritholtz 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 | $5.57M | Buy |
9,800
+2,172
| +28% | +$1.23M | 0.12% | 97 |
|
|
2025
Q1 | $3.92M | Buy |
7,628
+1,507
| +25% | +$774K | 0.12% | 121 |
|
|
2024
Q4 | $3.3M | Buy |
6,121
+546
| +10% | +$294K | 0.1% | 133 |
|
|
2024
Q3 | $2.94M | Buy |
5,575
+837
| +18% | +$442K | 0.09% | 159 |
|
|
2024
Q2 | $2.37M | Buy |
4,738
+348
| +8% | +$174K | 0.08% | 170 |
|
|
2024
Q1 | $2.11M | Buy |
4,390
+426
| +11% | +$205K | 0.07% | 185 |
|
|
2023
Q4 | $1.73M | Buy |
3,964
+109
| +3% | +$47.6K | 0.07% | 194 |
|
|
2023
Q3 | $1.51M | Sell |
3,855
-97
| -2% | -$38.1K | 0.07% | 195 |
|
|
2023
Q2 | $1.61M | Buy |
3,952
+230
| +6% | +$93.7K | 0.07% | 178 |
|
|
2023
Q1 | $1.4M | Sell |
3,722
-1,378
| -27% | -$518K | 0.07% | 183 |
|
|
2022
Q4 | $1.79M | Sell |
5,100
-469
| -8% | -$165K | 0.1% | 142 |
|
|
2022
Q3 | $1.83M | Buy |
5,569
+399
| +8% | +$131K | 0.1% | 141 |
|
|
2022
Q2 | $1.79M | Buy |
5,170
+150
| +3% | +$52K | 0.11% | 105 |
|
|
2022
Q1 | $2.08M | Sell |
5,020
-744
| -13% | -$309K | 0.14% | 88 |
|
|
2021
Q4 | $2.52M | Sell |
5,764
-229
| -4% | -$100K | 0.16% | 63 |
|
|
2021
Q3 | $2.36M | Buy |
5,993
+599
| +11% | +$236K | 0.16% | 63 |
|
|
2021
Q2 | $2.12M | Sell |
5,394
-4,063
| -43% | -$1.6M | 0.15% | 67 |
|
|
2021
Q1 | $3.45M | Buy |
9,457
+685
| +8% | +$250K | 0.29% | 38 |
|
|
2020
Q4 | $3.02M | Buy |
8,772
+405
| +5% | +$139K | 0.29% | 35 |
|
|
2020
Q3 | $2.57M | Sell |
8,367
-731
| -8% | -$225K | 0.29% | 35 |
|
|
2020
Q2 | $2.58M | Sell |
9,098
-169
| -2% | -$47.9K | 0.33% | 36 |
|
|
2020
Q1 | $2.2M | Sell |
9,267
-4,476
| -33% | -$1.06M | 0.35% | 30 |
|
|
2019
Q4 | $4.07M | Buy |
13,743
+562
| +4% | +$166K | 0.59% | 18 |
|
|
2019
Q3 | $3.59M | Sell |
13,181
-43
| -0.3% | -$11.7K | 0.58% | 18 |
|
|
2019
Q2 | $3.56M | Buy |
13,224
+162
| +1% | +$43.6K | 0.61% | 19 |
|
|
2019
Q1 | $3.39M | Sell |
13,062
-270
| -2% | -$70.1K | 0.62% | 21 |
|
|
2018
Q4 | $3.06M | Buy |
13,332
+7,730
| +138% | +$1.78M | 0.69% | 23 |
|
|
2018
Q3 | $1.5M | Sell |
5,602
-675
| -11% | -$180K | 0.38% | 22 |
|
|
2018
Q2 | $1.57M | Buy |
6,277
+4,821
| +331% | +$1.2M | 0.43% | 21 |
|
|
2018
Q1 | $352K | Sell |
1,456
-810
| -36% | -$196K | 0.1% | 76 |
|
|
2017
Q4 | $556K | Buy |
2,266
+218
| +11% | +$53.5K | 0.16% | 65 |
|
|
2017
Q3 | $473K | Hold |
2,048
| – | – | 0.18% | 42 |
|
|
2017
Q2 | $455K | Buy |
+2,048
| New | +$455K | 0.19% | 41 |
|
|
2016
Q4 | $470K | Buy |
+2,288
| New | +$470K | 0.24% | 45 |
|