River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.87M | Sell |
3,130
-258
| -8% | -$161K | 0.21% | 79 |
|
|
2025
Q4 | $2.12M | Buy |
3,388
+283
| +9% | +$176K | 0.24% | 77 |
|
|
2025
Q3 | $1.9M | Buy |
3,105
+15
| +0.5% | +$8.84K | 0.22% | 82 |
|
|
2025
Q2 | $1.76M | Sell |
3,090
-47
| -1% | -$24.7K | 0.22% | 88 |
|
|
2025
Q1 | $1.61M | Sell |
3,137
-530
| -14% | -$287K | 0.22% | 86 |
|
|
2024
Q4 | $1.98M | Buy |
3,667
+36
| +1% | +$19.5K | 0.26% | 76 |
|
|
2024
Q3 | $1.92M | Buy |
3,631
+62
| +2% | +$31.5K | 0.26% | 88 |
|
|
2024
Q2 | $1.79M | Buy |
3,569
+4
| +0.1% | +$1.93K | 0.26% | 86 |
|
|
2024
Q1 | $1.71M | Sell |
3,565
-130
| -4% | -$59.5K | 0.25% | 90 |
|
|
2023
Q4 | $1.61M | Buy |
3,695
+37
| +1% | +$15.1K | 0.26% | 87 |
|
|
2023
Q3 | $1.44M | Sell |
3,658
-92
| -2% | -$37.6K | 0.26% | 88 |
|
|
2023
Q2 | $1.53M | Sell |
3,750
-286
| -7% | -$110K | 0.26% | 92 |
|
|
2023
Q1 | $1.52M | Buy |
4,036
+73
| +2% | +$26.8K | 0.28% | 91 |
|
|
2022
Q4 | $1.39M | Sell |
3,963
-246
| -6% | -$86.9K | 0.27% | 90 |
|
|
2022
Q3 | $1.38M | Sell |
4,209
-3,573
| -46% | -$1.31M | 0.3% | 83 |
|
|
2022
Q2 | $2.7M | Sell |
7,782
-469
| -6% | -$177K | 0.5% | 64 |
|
|
2022
Q1 | $3.43M | Buy |
8,251
+294
| +4% | +$120K | 0.55% | 57 |
|
|
2021
Q4 | $3.47M | Buy |
7,957
+2,104
| +36% | +$888K | 0.54% | 57 |
|
|
2021
Q3 | $2.31M | Buy |
5,853
+593
| +11% | +$241K | 0.4% | 71 |
|
|
2021
Q2 | $2.07M | Sell |
5,260
-198
| -4% | -$76K | 0.36% | 71 |
|
|
2021
Q1 | $1.99M | Buy |
5,458
+1,269
| +30% | +$450K | 0.37% | 71 |
|
|
2020
Q4 | $1.44M | Buy |
4,189
+1,121
| +37% | +$365K | 0.31% | 81 |
|
|
2020
Q3 | $944K | Sell |
3,068
-56
| -2% | -$17.1K | 0.25% | 94 |
|
|
2020
Q2 | $885K | Buy |
3,124
+449
| +17% | +$121K | 0.27% | 96 |
|
|
2020
Q1 | $633K | Sell |
2,675
-91
| -3% | -$25.5K | 0.25% | 96 |
|
|
2019
Q4 | $818K | Buy |
2,766
+577
| +26% | +$163K | 0.28% | 91 |
|
|
2019
Q3 | $597K | Buy |
2,189
+318
| +17% | +$86.3K | 0.23% | 97 |
|
|
2019
Q2 | $504K | Buy |
1,871
+2
| +0.1% | +$529 | 0.2% | 108 |
|
|
2019
Q1 | $485K | Buy |
1,869
+23
| +1% | +$5.75K | 0.2% | 111 |
|
|
2018
Q4 | $424K | Hold |
1,846
| – | – | 0.19% | 110 |
|
|
2018
Q3 | $493K | Sell |
1,846
-52
| -3% | -$13.6K | 0.18% | 119 |
|
|
2018
Q2 | $474K | Buy |
1,898
+20
| +1% | +$4.96K | 0.18% | 117 |
|
|
2018
Q1 | $455K | Buy |
+1,878
| New | +$471K | 0.19% | 119 |
|
Other funds holding VOO
VGA
AA
River Wealth Advisors's VOO Position: Q1 2026 in Review
River Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 7.6% in Q1 2026, selling an estimated $161K and leaving 3,130 shares worth $1.87M. The position accounts for 0.21% of the portfolio, ranked #79.
River Wealth Advisors first reported a position in VOO in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.47M in Q4 2021. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- River Wealth Advisors held 3,130 shares of Vanguard S&P 500 ETF worth $1.87M as of Q1 2026.
- River Wealth Advisors sold 258 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $161K.
- Vanguard S&P 500 ETF made up 0.21% of River Wealth Advisors's portfolio in Q1 2026, its #79 holding.
- River Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 33 quarters since.
- River Wealth Advisors's Vanguard S&P 500 ETF position peaked at $3.47M in Q4 2021.
- 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.