River Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
3,090
-47
| -1% | -$26.7K | 0.22% | 88 |
|
|
2025
Q1 | $1.61M | Sell |
3,137
-530
| -14% | -$272K | 0.22% | 86 |
|
|
2024
Q4 | $1.98M | Buy |
3,667
+36
| +1% | +$19.4K | 0.26% | 76 |
|
|
2024
Q3 | $1.92M | Buy |
3,631
+62
| +2% | +$32.7K | 0.26% | 88 |
|
|
2024
Q2 | $1.79M | Buy |
3,569
+4
| +0.1% | +$2K | 0.26% | 86 |
|
|
2024
Q1 | $1.71M | Sell |
3,565
-130
| -4% | -$62.5K | 0.25% | 90 |
|
|
2023
Q4 | $1.61M | Buy |
3,695
+37
| +1% | +$16.2K | 0.26% | 87 |
|
|
2023
Q3 | $1.44M | Sell |
3,658
-92
| -2% | -$36.1K | 0.26% | 88 |
|
|
2023
Q2 | $1.53M | Sell |
3,750
-286
| -7% | -$116K | 0.26% | 92 |
|
|
2023
Q1 | $1.52M | Buy |
4,036
+73
| +2% | +$27.5K | 0.28% | 91 |
|
|
2022
Q4 | $1.39M | Sell |
3,963
-246
| -6% | -$86.4K | 0.27% | 90 |
|
|
2022
Q3 | $1.38M | Sell |
4,209
-3,573
| -46% | -$1.17M | 0.3% | 83 |
|
|
2022
Q2 | $2.7M | Sell |
7,782
-469
| -6% | -$163K | 0.5% | 64 |
|
|
2022
Q1 | $3.43M | Buy |
8,251
+294
| +4% | +$122K | 0.55% | 57 |
|
|
2021
Q4 | $3.47M | Buy |
7,957
+2,104
| +36% | +$919K | 0.54% | 57 |
|
|
2021
Q3 | $2.31M | Buy |
5,853
+593
| +11% | +$234K | 0.4% | 71 |
|
|
2021
Q2 | $2.07M | Sell |
5,260
-198
| -4% | -$77.9K | 0.36% | 71 |
|
|
2021
Q1 | $1.99M | Buy |
5,458
+1,269
| +30% | +$462K | 0.37% | 71 |
|
|
2020
Q4 | $1.44M | Buy |
4,189
+1,121
| +37% | +$385K | 0.31% | 81 |
|
|
2020
Q3 | $944K | Sell |
3,068
-56
| -2% | -$17.2K | 0.25% | 94 |
|
|
2020
Q2 | $885K | Buy |
3,124
+449
| +17% | +$127K | 0.27% | 96 |
|
|
2020
Q1 | $633K | Sell |
2,675
-91
| -3% | -$21.5K | 0.25% | 96 |
|
|
2019
Q4 | $818K | Buy |
2,766
+577
| +26% | +$171K | 0.28% | 91 |
|
|
2019
Q3 | $597K | Buy |
2,189
+318
| +17% | +$86.7K | 0.23% | 97 |
|
|
2019
Q2 | $504K | Buy |
1,871
+2
| +0.1% | +$539 | 0.2% | 108 |
|
|
2019
Q1 | $485K | Buy |
1,869
+23
| +1% | +$5.97K | 0.2% | 111 |
|
|
2018
Q4 | $424K | Hold |
1,846
| – | – | 0.19% | 110 |
|
|
2018
Q3 | $493K | Sell |
1,846
-52
| -3% | -$13.9K | 0.18% | 119 |
|
|
2018
Q2 | $474K | Buy |
1,898
+20
| +1% | +$5K | 0.18% | 117 |
|
|
2018
Q1 | $455K | Buy |
+1,878
| New | +$455K | 0.19% | 119 |
|